Pathstone Family Office’s iShares US Basic Materials ETF IYM Stock Holding History

Pathstone Family Office’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 Q3	$381K	Buy	+3,015	New	+$399K	﹤0.01%	1179

Other funds holding IYM

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

Morgan Stanley New York $1.66T AUM 25.57% 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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pathstone Family Office's IYM Position: Q3 2023 in Review

Pathstone Family Office opened a new position in iShares US Basic Materials ETF (IYM) in Q3 2023: 3,015 shares worth $381K. The stake represents ﹤0.01% of the portfolio and ranks #1179 among its holdings.

192 funds tracked by Wall St. Rank hold IYM as of Q3 2023.

Pathstone Family Office held 3,015 shares of iShares US Basic Materials ETF worth $381K as of Q3 2023.
iShares US Basic Materials ETF was a new Pathstone Family Office position in Q3 2023.
iShares US Basic Materials ETF made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1179 holding.
192 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.