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Next Financial Group’s iShares US Basic Materials ETF IYM Stock Holding History

Next Financial Group’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
2020
Q1 		– Sell
-483
Closed -$47K – 2256
2019
Q4 		$47K Sell
483
-700
-59% -$65.8K ﹤0.01% 1212
2019
Q3 		$109K Sell
1,183
-155
-12% -$14.3K 0.01% 877
2019
Q2 		$127K Buy
1,338
+387
+41% +$35.5K 0.01% 829
2019
Q1 		$87K Sell
951
-502
-35% -$45.1K 0.02% 572
2018
Q4 		$122K Buy
1,453
+47
+3% +$4.2K 0.03% 532
2018
Q3 		$138K Sell
1,406
-3,051
-68% -$307K 0.06% 281
2018
Q2 		$441K Sell
4,457
-3,838
-46% -$384K 0.17% 151
2018
Q1 		$797K Buy
8,295
+2,516
+44% +$258K 0.17% 149
2017
Q4 		$591K Sell
5,779
-409
-7% -$40.6K 0.25% 117
2017
Q3 		$610K Buy
6,188
+654
+12% +$60.4K 0.17% 137
2017
Q2 		$494K Buy
5,534
+1,140
+26% +$101K 0.12% 186
2017
Q1 		$392K Sell
4,394
-2,607
-37% -$228K 0.11% 196
2016
Q4 		$582K Buy
7,001
+6,210
+785% +$502K 0.1% 228
2016
Q3 		$62K Sell
791
-103
-12% -$8.16K 0.01% 848
2016
Q2 		$67K Sell
894
-75
-8% -$5.72K 0.02% 575
2016
Q1 		$70K Hold
969
– – 0.02% 525
2015
Q4 		$68K Sell
969
-206
-18% -$14.8K 0.03% 537
2015
Q3 		$76K Hold
1,175
– – 0.03% 515
2015
Q2 		$94K Sell
1,175
-100
-8% -$8.41K 0.03% 480
2015
Q1 		$104K Hold
1,275
– – 0.03% 455
2014
Q4 		$105K Sell
1,275
-131
-9% -$10.9K 0.03% 435
2014
Q3 		$121K Buy
+1,406
New +$123K 0.02% 600

Other funds holding IYM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Next Financial Group's IYM Position: Q1 2020 in Review

Next Financial Group sold out of iShares US Basic Materials ETF (IYM) in Q1 2020, closing a stake of 483 shares — an estimated $47K sold.

Next Financial Group first reported a position in IYM in Q3 2014 and held it in 22 quarters. The position peaked at $797K in Q1 2018. 109 funds tracked by Wall St. Rank hold IYM as of Q1 2020.

  • Next Financial Group reported no remaining iShares US Basic Materials ETF position as of Q1 2020 after selling out during the quarter.
  • Next Financial Group sold 483 iShares US Basic Materials ETF shares in Q1 2020, an estimated $47K.
  • Next Financial Group first reported a position in iShares US Basic Materials ETF in Q3 2014 and held it in 22 quarters.
  • Next Financial Group's iShares US Basic Materials ETF position peaked at $797K in Q1 2018.
  • 109 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.