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Planned Solutions’s iShares US Basic Materials ETF IYM Stock Holding History

Planned Solutions’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
Q4 		– Sell
-34
Closed -$5.11K – 381
2024
Q3 		$5.11K Buy
+34
New +$4.85K ﹤0.01% 501
2024
Q1 		– Sell
-34
Closed -$4.7K – 322
2023
Q4 		$4.7K Buy
+34
New +$4.37K ﹤0.01% 470
2021
Q1 		– Sell
-33
Closed -$4K – 242
2020
Q4 		$4K Hold
33
– – ﹤0.01% 406
2020
Q3 		$3K Buy
+33
New +$3.24K ﹤0.01% 299

Other funds holding IYM

Citigroup
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
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
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Planned Solutions's IYM Position: Q4 2024 in Review

Planned Solutions sold out of iShares US Basic Materials ETF (IYM) in Q4 2024, closing a stake of 34 shares — an estimated $5.11K sold.

Planned Solutions first reported a position in IYM in Q3 2020 and held it in 4 quarters. The position peaked at $5.11K in Q3 2024. 178 funds tracked by Wall St. Rank hold IYM as of Q4 2024.

  • Planned Solutions reported no remaining iShares US Basic Materials ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 34 iShares US Basic Materials ETF shares in Q4 2024, an estimated $5.11K.
  • Planned Solutions first reported a position in iShares US Basic Materials ETF in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's iShares US Basic Materials ETF position peaked at $5.11K in Q3 2024.
  • 178 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.