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Osborn Williams & Donohoe’s iShares US Basic Materials ETF IYM Stock Holding History

Osborn Williams & Donohoe’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
-39,110
Closed -$3.83M – 287
2019
Q4 		$3.83M Sell
39,110
-17,737
-31% -$1.67M 0.38% 70
2019
Q3 		$5.25M Hold
56,847
– – 0.53% 55
2019
Q2 		$5.4M Buy
56,847
+5,283
+10% +$485K 0.56% 52
2019
Q1 		$4.88M Buy
+51,564
New +$4.63M 0.5% 58

Other funds holding IYM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osborn Williams & Donohoe's IYM Position: Q1 2020 in Review

Osborn Williams & Donohoe sold out of iShares US Basic Materials ETF (IYM) in Q1 2020, closing a stake of 39,110 shares — an estimated $3.83M sold.

Osborn Williams & Donohoe first reported a position in IYM in Q1 2019 and held it in 4 quarters. The position peaked at $5.4M in Q2 2019. 110 funds tracked by Wall St. Rank hold IYM as of Q1 2020.

  • Osborn Williams & Donohoe reported no remaining iShares US Basic Materials ETF position as of Q1 2020 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 39,110 iShares US Basic Materials ETF shares in Q1 2020, an estimated $3.83M.
  • Osborn Williams & Donohoe first reported a position in iShares US Basic Materials ETF in Q1 2019 and held it in 4 quarters.
  • Osborn Williams & Donohoe's iShares US Basic Materials ETF position peaked at $5.4M in Q2 2019.
  • 110 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2020.

Based on Osborn Williams & Donohoe's 13F filing for Q1 2020, filed 4 May 2020.