Pinnacle Family Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

Pinnacle Family 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
2023 Q1	–	Sell	-14,026	Closed	-$1.75M	–	106
2022 Q4	$1.75M	Buy	14,026 +7,123	+103%	+$876K	1.25%	18
2022 Q3	$747K	Sell	6,903 -6,242	-47%	-$748K	0.65%	33
2022 Q2	$1.55M	Sell	13,145 -8,200	-38%	-$1.13M	1.26%	19
2022 Q1	$3.19M	Buy	+21,345	New	+$2.95M	1.7%	15
2021 Q3	–	Sell	-42,025	Closed	-$5.48M	–	151
2021 Q2	$5.48M	Buy	+42,025	New	+$5.62M	2.39%	11
2021 Q1	–	Sell	-12,838	Closed	-$1.46M	–	134
2020 Q4	$1.46M	Sell	12,838 -16,702	-57%	-$1.78M	0.89%	29
2020 Q3	$2.92M	Buy	+29,540	New	+$2.9M	1.97%	15
2018 Q2	–	Sell	-72,070	Closed	-$6.92M	–	69
2018 Q1	$6.92M	Sell	72,070 -42,480	-37%	-$4.35M	3.95%	11
2017 Q4	$11.7M	Buy	114,550 +99,375	+655%	+$9.86M	5.4%	2
2017 Q3	$1.45M	Sell	15,175 -58,515	-79%	-$5.41M	0.68%	36
2017 Q2	$6.58M	Buy	73,690 +64,045	+664%	+$5.69M	3.67%	10
2017 Q1	$860K	Sell	9,645 -38,470	-80%	-$3.37M	0.53%	31
2016 Q4	$4M	Buy	+48,115	New	+$3.89M	2.45%	13

Other funds holding IYM

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

PCH

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

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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Pinnacle Family Advisors's IYM Position: Q1 2023 in Review

Pinnacle Family Advisors sold out of iShares US Basic Materials ETF (IYM) in Q1 2023, closing a stake of 14,026 shares — an estimated $1.75M sold.

Pinnacle Family Advisors first reported a position in IYM in Q4 2016 and held it in 13 quarters. The position peaked at $11.7M in Q4 2017. 210 funds tracked by Wall St. Rank hold IYM as of Q1 2023.

Pinnacle Family Advisors reported no remaining iShares US Basic Materials ETF position as of Q1 2023 after selling out during the quarter.
Pinnacle Family Advisors sold 14,026 iShares US Basic Materials ETF shares in Q1 2023, an estimated $1.75M.
Pinnacle Family Advisors first reported a position in iShares US Basic Materials ETF in Q4 2016 and held it in 13 quarters.
Pinnacle Family Advisors's iShares US Basic Materials ETF position peaked at $11.7M in Q4 2017.
210 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2023.

Based on Pinnacle Family Advisors's 13F filing for Q1 2023, filed 15 May 2023.