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

Piershale 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
2021 Q4	–	Sell	-130,263	Closed	-$16.2M	–	29
2021 Q3	$16.2M	Buy	+130,263	New	+$17M	6.69%	6
2021 Q1	–	Sell	-187,139	Closed	-$21.2M	–	33
2020 Q4	$21.2M	Buy	+187,139	New	+$19.9M	10.19%	7
2020 Q3	–	Sell	-82,962	Closed	-$7.4M	–	22
2020 Q2	$7.4M	Buy	+82,962	New	+$6.87M	4.31%	8
2017 Q4	–	Sell	-66,072	Closed	-$6.33M	–	23
2017 Q3	$6.33M	Sell	66,072 -28,003	-30%	-$2.59M	3.58%	15
2017 Q2	$8.39M	Hold	94,075	–	–	5.39%	10
2017 Q1	$8.39M	Sell	94,075 -68,668	-42%	-$6.02M	5.39%	10
2016 Q4	$13.5M	Buy	+162,743	New	+$13.2M	8.3%	5
2014 Q4	–	Sell	-70,450	Closed	-$6.06M	–	157
2014 Q3	$6.06M	Sell	70,450 -4,683	-6%	-$410K	4.86%	7
2014 Q2	$6.58M	Buy	+75,133	New	+$6.39M	5.38%	6

Other funds holding IYM

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Piershale Financial Group's IYM Position: Q4 2021 in Review

Piershale Financial Group sold out of iShares US Basic Materials ETF (IYM) in Q4 2021, closing a stake of 130,263 shares — an estimated $16.2M sold.

Piershale Financial Group first reported a position in IYM in Q2 2014 and held it in 9 quarters. The position peaked at $21.2M in Q4 2020. 178 funds tracked by Wall St. Rank hold IYM as of Q4 2021.

Piershale Financial Group reported no remaining iShares US Basic Materials ETF position as of Q4 2021 after selling out during the quarter.
Piershale Financial Group sold 130,263 iShares US Basic Materials ETF shares in Q4 2021, an estimated $16.2M.
Piershale Financial Group first reported a position in iShares US Basic Materials ETF in Q2 2014 and held it in 9 quarters.
Piershale Financial Group's iShares US Basic Materials ETF position peaked at $21.2M in Q4 2020.
178 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2021.

Based on Piershale Financial Group's 13F filing for Q4 2021, filed 21 Jan 2022.