PFA
IYM icon

Paradigm Financial Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

Paradigm Financial 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
2014
Q2 		– Sell
-160
Closed -$13K – 143
2014
Q1 		$13K Hold
160
– – 0.01% 191
2013
Q4 		$13K Buy
+160
New +$12.4K 0.01% 205

Other funds holding IYM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

Paradigm Financial Advisors's IYM Position: Q2 2014 in Review

Paradigm Financial Advisors sold out of iShares US Basic Materials ETF (IYM) in Q2 2014, closing a stake of 160 shares — an estimated $13K sold.

Paradigm Financial Advisors first reported a position in IYM in Q4 2013 and held it in 2 quarters. The position peaked at $13K in Q1 2014. 107 funds tracked by Wall St. Rank hold IYM as of Q2 2014.

  • Paradigm Financial Advisors reported no remaining iShares US Basic Materials ETF position as of Q2 2014 after selling out during the quarter.
  • Paradigm Financial Advisors sold 160 iShares US Basic Materials ETF shares in Q2 2014, an estimated $13K.
  • Paradigm Financial Advisors first reported a position in iShares US Basic Materials ETF in Q4 2013 and held it in 2 quarters.
  • Paradigm Financial Advisors's iShares US Basic Materials ETF position peaked at $13K in Q1 2014.
  • 107 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2014.

Based on Paradigm Financial Advisors's 13F filing for Q2 2014, filed 28 Jul 2014.