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NVWM LLC’s iShares US Basic Materials ETF IYM Stock Holding History

NVWM LLC’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
2024
Q3 		– Sell
-6,581
Closed -$921K – 665
2024
Q2 		$921K Buy
+6,581
New +$946K 0.25% 127
2024
Q1 		– Sell
-6,934
Closed -$958K – 622
2023
Q4 		$958K Buy
6,934
+5,934
+593% +$762K 0.29% 107
2023
Q3 		$127K Buy
1,000
+600
+150% +$79.3K 0.04% 192
2023
Q2 		$53.2K Sell
400
-5,610
-93% -$723K 0.02% 244
2023
Q1 		$797K Buy
6,010
+767
+15% +$102K 0.27% 108
2022
Q4 		$654K Buy
+5,243
New +$645K 0.24% 129
2022
Q2 		– Sell
-1,343
Closed -$201K – 509
2022
Q1 		$201K Buy
+1,343
New +$186K 0.06% 188
2021
Q3 		– Sell
-1,063
Closed -$138K – 502
2021
Q2 		$138K Buy
+1,063
New +$142K 0.05% 193
2018
Q1 		– Sell
-7,128
Closed -$728K – 342
2017
Q4 		$728K Buy
+7,128
New +$707K 0.56% 56

Other funds holding IYM

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NVWM LLC's IYM Position: Q3 2024 in Review

NVWM LLC sold out of iShares US Basic Materials ETF (IYM) in Q3 2024, closing a stake of 6,581 shares — an estimated $921K sold.

NVWM LLC first reported a position in IYM in Q4 2017 and held it in 9 quarters. The position peaked at $958K in Q4 2023. 187 funds tracked by Wall St. Rank hold IYM as of Q3 2024.

  • NVWM LLC reported no remaining iShares US Basic Materials ETF position as of Q3 2024 after selling out during the quarter.
  • NVWM LLC sold 6,581 iShares US Basic Materials ETF shares in Q3 2024, an estimated $921K.
  • NVWM LLC first reported a position in iShares US Basic Materials ETF in Q4 2017 and held it in 9 quarters.
  • NVWM LLC's iShares US Basic Materials ETF position peaked at $958K in Q4 2023.
  • 187 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2024.

Based on NVWM LLC's 13F filing for Q3 2024, filed 29 Oct 2024.