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Pinnacle Private Wealth’s iShares US Basic Materials ETF IYM Stock Holding History

Pinnacle Private Wealth’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
2022
Q2 		– Sell
-1,530
Closed -$229K – 293
2022
Q1 		$229K Buy
+1,530
New +$211K 0.07% 261

Other funds holding IYM

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
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
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Pinnacle Private Wealth's IYM Position: Q2 2022 in Review

Pinnacle Private Wealth sold out of iShares US Basic Materials ETF (IYM) in Q2 2022, closing a stake of 1,530 shares — an estimated $229K sold.

Pinnacle Private Wealth first reported a position in IYM in Q1 2022 and held it in 1 quarter. The position peaked at $229K in Q1 2022. 217 funds tracked by Wall St. Rank hold IYM as of Q2 2022.

  • Pinnacle Private Wealth reported no remaining iShares US Basic Materials ETF position as of Q2 2022 after selling out during the quarter.
  • Pinnacle Private Wealth sold 1,530 iShares US Basic Materials ETF shares in Q2 2022, an estimated $229K.
  • Pinnacle Private Wealth first reported a position in iShares US Basic Materials ETF in Q1 2022 and held it in 1 quarter.
  • Pinnacle Private Wealth's iShares US Basic Materials ETF position peaked at $229K in Q1 2022.
  • 217 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.