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NewEdge Wealth’s iShares US Basic Materials ETF IYM Stock Holding History

NewEdge Wealth’s Portfolio IYM Stock Details IYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,343
Closed -$296K – 754
2023
Q3 		$296K Sell
2,343
-794
-25% -$105K 0.01% 548
2023
Q2 		$417K Sell
3,137
-380
-11% -$49K 0.01% 477
2023
Q1 		$466K Sell
3,517
-87
-2% -$11.6K 0.02% 421
2022
Q4 		$450K Buy
+3,604
New +$443K 0.02% 384

Other funds holding IYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NewEdge Wealth's IYM Position: Q4 2023 in Review

NewEdge Wealth sold out of iShares US Basic Materials ETF (IYM) in Q4 2023, closing a stake of 2,343 shares — an estimated $296K sold.

NewEdge Wealth first reported a position in IYM in Q4 2022 and held it in 4 quarters. The position peaked at $466K in Q1 2023. 203 funds tracked by Wall St. Rank hold IYM as of Q4 2023.

  • NewEdge Wealth reported no remaining iShares US Basic Materials ETF position as of Q4 2023 after selling out during the quarter.
  • NewEdge Wealth sold 2,343 iShares US Basic Materials ETF shares in Q4 2023, an estimated $296K.
  • NewEdge Wealth first reported a position in iShares US Basic Materials ETF in Q4 2022 and held it in 4 quarters.
  • NewEdge Wealth's iShares US Basic Materials ETF position peaked at $466K in Q1 2023.
  • 203 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2023.

Based on NewEdge Wealth's 13F filing for Q4 2023, filed 29 Jan 2024.