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Proficio Capital Partners’s iShares US Basic Materials ETF IYM Stock Holding History

Proficio Capital Partners’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
Q1 		– Sell
-6,680
Closed -$923K – 336
2023
Q4 		$923K Hold
6,680
– – 0.11% 94
2023
Q3 		$844K Hold
6,680
– – 0.11% 96
2023
Q2 		$889K Hold
6,680
– – 0.12% 96
2023
Q1 		$885K Buy
+6,680
New +$888K 0.14% 96

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Proficio Capital Partners's IYM Position: Q1 2024 in Review

Proficio Capital Partners sold out of iShares US Basic Materials ETF (IYM) in Q1 2024, closing a stake of 6,680 shares — an estimated $923K sold.

Proficio Capital Partners first reported a position in IYM in Q1 2023 and held it in 4 quarters. The position peaked at $923K in Q4 2023. 198 funds tracked by Wall St. Rank hold IYM as of Q1 2024.

  • Proficio Capital Partners reported no remaining iShares US Basic Materials ETF position as of Q1 2024 after selling out during the quarter.
  • Proficio Capital Partners sold 6,680 iShares US Basic Materials ETF shares in Q1 2024, an estimated $923K.
  • Proficio Capital Partners first reported a position in iShares US Basic Materials ETF in Q1 2023 and held it in 4 quarters.
  • Proficio Capital Partners's iShares US Basic Materials ETF position peaked at $923K in Q4 2023.
  • 198 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2024.

Based on Proficio Capital Partners's 13F filing for Q1 2024, filed 2 May 2024.