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

Optimum 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
2023 Q4	–	Sell	-320	Closed	-$40.4K	–	691
2023 Q3	$40.4K	Hold	320	–	–	0.02%	387
2023 Q2	$42.6K	Hold	320	–	–	0.02%	391
2023 Q1	$42.4K	Hold	320	–	–	0.02%	390
2022 Q4	$39.9K	Hold	320	–	–	0.02%	408
2022 Q3	$35K	Hold	320	–	–	0.02%	434
2022 Q2	$38K	Hold	320	–	–	0.02%	439
2022 Q1	$48K	Hold	320	–	–	0.02%	434
2021 Q4	$45K	Hold	320	–	–	0.02%	482
2021 Q3	$40K	Hold	320	–	–	0.02%	492
2021 Q2	$42K	Hold	320	–	–	0.01%	546
2021 Q1	$40K	Hold	320	–	–	0.01%	547
2020 Q4	$36K	Hold	320	–	–	0.01%	531
2020 Q3	$32K	Hold	320	–	–	0.01%	518
2020 Q2	$29K	Hold	320	–	–	0.01%	536
2020 Q1	$22K	Hold	320	–	–	0.01%	555
2019 Q4	$31K	Hold	320	–	–	0.01%	599
2019 Q3	$30K	Hold	320	–	–	0.01%	611
2019 Q2	$30K	Hold	320	–	–	0.01%	610
2019 Q1	$29K	Hold	320	–	–	0.01%	625
2018 Q4	$27K	Hold	320	–	–	0.01%	594
2018 Q3	$31K	Hold	320	–	–	0.01%	649
2018 Q2	$32K	Hold	320	–	–	0.01%	627
2018 Q1	$31K	Buy	+320	New	+$32.8K	0.01%	617
2015 Q1	$27K	Hold	327	–	–	0.01%	628
2014 Q4	$27K	Hold	327	–	–	0.01%	643
2014 Q3	$28K	Hold	327	–	–	0.01%	585
2014 Q2	$29K	Buy	+327	New	+$27.8K	0.01%	594

Other funds holding IYM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Optimum Investment Advisors's IYM Position: Q4 2023 in Review

Optimum Investment Advisors sold out of iShares US Basic Materials ETF (IYM) in Q4 2023, closing a stake of 320 shares — an estimated $40.4K sold.

Optimum Investment Advisors first reported a position in IYM in Q2 2014 and held it in 27 quarters. The position peaked at $48K in Q1 2022. 203 funds tracked by Wall St. Rank hold IYM as of Q4 2023.

Optimum Investment Advisors reported no remaining iShares US Basic Materials ETF position as of Q4 2023 after selling out during the quarter.
Optimum Investment Advisors sold 320 iShares US Basic Materials ETF shares in Q4 2023, an estimated $40.4K.
Optimum Investment Advisors first reported a position in iShares US Basic Materials ETF in Q2 2014 and held it in 27 quarters.
Optimum Investment Advisors's iShares US Basic Materials ETF position peaked at $48K in Q1 2022.
203 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.