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PAX Financial Group’s iShares US Basic Materials ETF IYM Stock Holding History

PAX Financial Group’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
Q1 		– Sell
-4,107
Closed -$512K – 206
2022
Q4 		$512K Buy
+4,107
New +$505K 0.13% 129

Other funds holding IYM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PAX Financial Group's IYM Position: Q1 2023 in Review

PAX Financial Group sold out of iShares US Basic Materials ETF (IYM) in Q1 2023, closing a stake of 4,107 shares — an estimated $512K sold.

PAX Financial Group first reported a position in IYM in Q4 2022 and held it in 1 quarter. The position peaked at $512K in Q4 2022. 210 funds tracked by Wall St. Rank hold IYM as of Q1 2023.

  • PAX Financial Group reported no remaining iShares US Basic Materials ETF position as of Q1 2023 after selling out during the quarter.
  • PAX Financial Group sold 4,107 iShares US Basic Materials ETF shares in Q1 2023, an estimated $512K.
  • PAX Financial Group first reported a position in iShares US Basic Materials ETF in Q4 2022 and held it in 1 quarter.
  • PAX Financial Group's iShares US Basic Materials ETF position peaked at $512K in Q4 2022.
  • 210 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2023.

Based on PAX Financial Group's 13F filing for Q1 2023, filed 11 May 2023.