OIA
IYM icon

OneDigital Investment Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

OneDigital Investment Advisors’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
Q4 		– Sell
-2,298
Closed -$345K – 1464
2024
Q3 		$345K Buy
+2,298
New +$328K ﹤0.01% 1090

Other funds holding IYM

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

OneDigital Investment Advisors's IYM Position: Q4 2024 in Review

OneDigital Investment Advisors sold out of iShares US Basic Materials ETF (IYM) in Q4 2024, closing a stake of 2,298 shares — an estimated $345K sold.

OneDigital Investment Advisors first reported a position in IYM in Q3 2024 and held it in 1 quarter. The position peaked at $345K in Q3 2024. 178 funds tracked by Wall St. Rank hold IYM as of Q4 2024.

  • OneDigital Investment Advisors reported no remaining iShares US Basic Materials ETF position as of Q4 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 2,298 iShares US Basic Materials ETF shares in Q4 2024, an estimated $345K.
  • OneDigital Investment Advisors first reported a position in iShares US Basic Materials ETF in Q3 2024 and held it in 1 quarter.
  • OneDigital Investment Advisors's iShares US Basic Materials ETF position peaked at $345K in Q3 2024.
  • 178 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2024.

Based on OneDigital Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.