Phillips Financial Management’s iShares US Basic Materials ETF IYM Stock Holding History

Phillips Financial Management’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
2024 Q3	–	Sell	-88	Closed	-$12.3K	–	280
2024 Q2	$12.3K	Hold	88	–	–	﹤0.01%	245
2024 Q1	$13K	Hold	88	–	–	﹤0.01%	235
2023 Q4	$12.2K	Sell	88 -16	-15%	-$2.05K	﹤0.01%	219
2023 Q3	$13.2K	Hold	104	–	–	﹤0.01%	219
2023 Q2	$13.9K	Hold	104	–	–	﹤0.01%	215
2023 Q1	$13.8K	Hold	104	–	–	﹤0.01%	219
2022 Q4	$13K	Hold	104	–	–	﹤0.01%	205
2022 Q3	$11K	Buy	+104	New	+$12.5K	﹤0.01%	203

Other funds holding IYM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Phillips Financial Management's IYM Position: Q3 2024 in Review

Phillips Financial Management sold out of iShares US Basic Materials ETF (IYM) in Q3 2024, closing a stake of 88 shares — an estimated $12.3K sold.

Phillips Financial Management first reported a position in IYM in Q3 2022 and held it in 8 quarters. The position peaked at $13.9K in Q2 2023. 187 funds tracked by Wall St. Rank hold IYM as of Q3 2024.

Phillips Financial Management reported no remaining iShares US Basic Materials ETF position as of Q3 2024 after selling out during the quarter.
Phillips Financial Management sold 88 iShares US Basic Materials ETF shares in Q3 2024, an estimated $12.3K.
Phillips Financial Management first reported a position in iShares US Basic Materials ETF in Q3 2022 and held it in 8 quarters.
Phillips Financial Management's iShares US Basic Materials ETF position peaked at $13.9K in Q2 2023.
187 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2024.

Based on Phillips Financial Management's 13F filing for Q3 2024, filed 7 Nov 2024.