Ramiah Investment Group’s iShares US Basic Materials ETF IYM Stock Holding History

Ramiah Investment Group’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
2023 Q4	–	Sell	-2,540	Closed	-$321K	–	72
2023 Q3	$321K	Sell	2,540 -39,599	-94%	-$5.23M	0.33%	49
2023 Q2	$5.61M	Buy	+42,139	New	+$5.43M	5.47%	4
2021 Q4	–	Sell	-73,385	Closed	-$9.14M	–	83
2021 Q3	$9.14M	Buy	+73,385	New	+$9.57M	6.55%	2
2021 Q1	–	Sell	-101,148	Closed	-$11.5M	–	95
2020 Q4	$11.5M	Buy	+101,148	New	+$10.8M	9.56%	4

Other funds holding IYM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ramiah Investment Group's IYM Position: Q4 2023 in Review

Ramiah Investment Group sold out of iShares US Basic Materials ETF (IYM) in Q4 2023, closing a stake of 2,540 shares — an estimated $321K sold.

Ramiah Investment Group first reported a position in IYM in Q4 2020 and held it in 4 quarters. The position peaked at $11.5M in Q4 2020. 203 funds tracked by Wall St. Rank hold IYM as of Q4 2023.

Ramiah Investment Group reported no remaining iShares US Basic Materials ETF position as of Q4 2023 after selling out during the quarter.
Ramiah Investment Group sold 2,540 iShares US Basic Materials ETF shares in Q4 2023, an estimated $321K.
Ramiah Investment Group first reported a position in iShares US Basic Materials ETF in Q4 2020 and held it in 4 quarters.
Ramiah Investment Group's iShares US Basic Materials ETF position peaked at $11.5M in Q4 2020.
203 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2023.

Based on Ramiah Investment Group's 13F filing for Q4 2023, filed 11 Feb 2025.