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Quantitative Advantage’s iShares US Basic Materials ETF IYM Stock Holding History

Quantitative Advantage’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
2021
Q4 		– Sell
-9,554
Closed -$1.19M – 82
2021
Q3 		$1.19M Buy
9,554
+592
+7% +$77.2K 0.2% 56
2021
Q2 		$1.17M Buy
8,962
+665
+8% +$88.9K 0.2% 53
2021
Q1 		$1.04M Buy
8,297
+700
+9% +$83.6K 0.2% 53
2020
Q4 		$862K Buy
+7,597
New +$809K 0.18% 58
2020
Q1 		– Sell
-46,163
Closed -$4.52M – 59
2019
Q4 		$4.52M Buy
+46,163
New +$4.34M 1.16% 25
2017
Q2 		– Sell
-105,834
Closed -$9.43M – 53
2017
Q1 		$9.43M Sell
105,834
-11,421
-10% -$1M 2.99% 9
2016
Q4 		$9.75M Buy
117,255
+38,379
+49% +$3.1M 2.98% 10
2016
Q3 		$6.23M Sell
78,876
-3,388
-4% -$269K 1.89% 20
2016
Q2 		$6.25M Buy
+82,264
New +$6.28M 1.85% 20
2014
Q4 		– Sell
-138,299
Closed -$11.9M – 49
2014
Q3 		$11.9M Sell
138,299
-11,690
-8% -$1.02M 2.98% 9
2014
Q2 		$13.1M Sell
149,989
-1,385
-0.9% -$118K 3.06% 10
2014
Q1 		$12.6M Buy
+151,374
New +$12.2M 3.02% 9

Other funds holding IYM

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Quantitative Advantage's IYM Position: Q4 2021 in Review

Quantitative Advantage sold out of iShares US Basic Materials ETF (IYM) in Q4 2021, closing a stake of 9,554 shares — an estimated $1.19M sold.

Quantitative Advantage first reported a position in IYM in Q1 2014 and held it in 12 quarters. The position peaked at $13.1M in Q2 2014. 178 funds tracked by Wall St. Rank hold IYM as of Q4 2021.

  • Quantitative Advantage reported no remaining iShares US Basic Materials ETF position as of Q4 2021 after selling out during the quarter.
  • Quantitative Advantage sold 9,554 iShares US Basic Materials ETF shares in Q4 2021, an estimated $1.19M.
  • Quantitative Advantage first reported a position in iShares US Basic Materials ETF in Q1 2014 and held it in 12 quarters.
  • Quantitative Advantage's iShares US Basic Materials ETF position peaked at $13.1M in Q2 2014.
  • 178 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2021.

Based on Quantitative Advantage's 13F filing for Q4 2021, filed 7 Feb 2022.