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Prospera Financial Services’s iShares US Basic Materials ETF IYM Stock Holding History

Prospera Financial Services’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
-8,739
Closed -$1.31M – 1161
2024
Q3 		$1.31M Buy
8,739
+2,263
+35% +$323K 0.03% 440
2024
Q2 		$907K Buy
6,476
+339
+6% +$48.8K 0.03% 529
2024
Q1 		$907K Buy
6,137
+2,994
+95% +$411K 0.03% 525
2023
Q4 		$434K Buy
+3,143
New +$403K 0.01% 710
2023
Q1 		– Sell
-55,555
Closed -$6.93M – 981
2022
Q4 		$6.93M Buy
+55,555
New +$6.83M 0.35% 71
2022
Q3 		– Sell
-36,251
Closed -$4.27M – 1226
2022
Q2 		$4.27M Buy
36,251
+29,892
+470% +$4.13M 0.22% 99
2022
Q1 		$951K Buy
6,359
+953
+18% +$132K 0.04% 438
2021
Q4 		$758K Buy
5,406
+471
+10% +$63.4K 0.03% 467
2021
Q3 		$615K Sell
4,935
-20,780
-81% -$2.71M 0.03% 478
2021
Q2 		$3.35M Buy
25,715
+20,219
+368% +$2.7M 0.17% 155
2021
Q1 		$690K Buy
5,496
+670
+14% +$80K 0.04% 420
2020
Q4 		$547K Buy
4,826
+4,490
+1,336% +$478K 0.04% 404
2020
Q3 		$33K Buy
+336
New +$33K 0.01% 754
2018
Q2 		– Sell
-6,478
Closed -$622K – 465
2018
Q1 		$622K Buy
+6,478
New +$664K 0.09% 203

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

Prospera Financial Services's IYM Position: Q4 2024 in Review

Prospera Financial Services sold out of iShares US Basic Materials ETF (IYM) in Q4 2024, closing a stake of 8,739 shares — an estimated $1.31M sold.

Prospera Financial Services first reported a position in IYM in Q1 2018 and held it in 14 quarters. The position peaked at $6.93M in Q4 2022. 178 funds tracked by Wall St. Rank hold IYM as of Q4 2024.

  • Prospera Financial Services reported no remaining iShares US Basic Materials ETF position as of Q4 2024 after selling out during the quarter.
  • Prospera Financial Services sold 8,739 iShares US Basic Materials ETF shares in Q4 2024, an estimated $1.31M.
  • Prospera Financial Services first reported a position in iShares US Basic Materials ETF in Q1 2018 and held it in 14 quarters.
  • Prospera Financial Services's iShares US Basic Materials ETF position peaked at $6.93M in Q4 2022.
  • 178 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2024.

Based on Prospera Financial Services's 13F filing for Q4 2024, filed 13 Feb 2025.