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Raymond James Financial Services Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

Raymond James Financial Services Advisors’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
Q3 		$1.51M Buy
10,056
+1,173
+13% +$167K ﹤0.01% 1893
2024
Q2 		$1.24M Sell
8,883
-131
-1% -$18.8K ﹤0.01% 1949
2024
Q1 		$1.33M Sell
9,014
-2,136
-19% -$293K ﹤0.01% 1890
2023
Q4 		$1.54M Sell
11,150
-1,351
-11% -$173K ﹤0.01% 1716
2023
Q3 		$1.58M Sell
12,501
-8,813
-41% -$1.16M ﹤0.01% 1641
2023
Q2 		$2.84M Sell
21,314
-4,969
-19% -$640K 0.01% 1329
2023
Q1 		$3.48M Buy
26,283
+8,472
+48% +$1.13M 0.01% 1172
2022
Q4 		$2.22M Sell
17,811
-4,496
-20% -$553K ﹤0.01% 1380
2022
Q3 		$2.42M Sell
22,307
-20,624
-48% -$2.47M 0.01% 1323
2022
Q2 		$5.06M Buy
42,931
+20,392
+90% +$2.82M 0.01% 925
2022
Q1 		$3.37M Sell
22,539
-4,929
-18% -$681K 0.01% 1210
2021
Q4 		$3.85M Buy
27,468
+473
+2% +$63.7K 0.01% 1145
2021
Q3 		$3.36M Buy
26,995
+8,779
+48% +$1.14M 0.01% 1187
2021
Q2 		$2.38M Buy
18,216
+2,848
+19% +$381K ﹤0.01% 1375
2021
Q1 		$1.93M Sell
15,368
-33,172
-68% -$3.96M ﹤0.01% 1425
2020
Q4 		$5.5M Buy
48,540
+36,357
+298% +$3.87M 0.01% 793
2020
Q3 		$1.2M Buy
12,183
+4,932
+68% +$484K ﹤0.01% 1438
2020
Q2 		$647K Buy
7,251
+716
+11% +$59.2K ﹤0.01% 1752
2020
Q1 		$453K Sell
6,535
-444
-6% -$38.2K ﹤0.01% 1621
2019
Q4 		$684K Sell
6,979
-295
-4% -$27.7K ﹤0.01% 1773
2019
Q3 		$671K Sell
7,274
-699
-9% -$64.4K ﹤0.01% 1713
2019
Q2 		$758K Sell
7,973
-495
-6% -$45.5K ﹤0.01% 1660
2019
Q1 		$774K Buy
8,468
+134
+2% +$12K ﹤0.01% 1608
2018
Q4 		$700K Sell
8,334
-2,145
-20% -$192K ﹤0.01% 1468
2018
Q3 		$1.03M Sell
10,479
-1,834
-15% -$184K ﹤0.01% 1450
2018
Q2 		$1.22M Sell
12,313
-24,376
-66% -$2.44M 0.01% 1299
2018
Q1 		$3.52M Sell
36,689
-22,344
-38% -$2.29M 0.02% 689
2017
Q4 		$6.03M Buy
59,033
+30,023
+103% +$2.98M 0.04% 468
2017
Q3 		$2.78M Sell
29,010
-31,301
-52% -$2.89M 0.02% 762
2017
Q2 		$5.39M Buy
60,311
+20,214
+50% +$1.8M 0.04% 488
2017
Q1 		$3.57M Buy
40,097
+29,844
+291% +$2.62M 0.03% 593
2016
Q4 		$853K Sell
10,253
-105,884
-91% -$8.57M 0.01% 1204
2016
Q3 		$9.17M Buy
116,137
+57,420
+98% +$4.55M 0.08% 272
2016
Q2 		$4.46M Buy
58,717
+55,979
+2,045% +$4.27M 0.04% 438
2016
Q1 		$201K Buy
+2,738
New +$184K ﹤0.01% 1764

Other funds holding IYM

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial Services Advisors's IYM Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its iShares US Basic Materials ETF (IYM) stake by 13% in Q3 2024, buying an estimated $167K and bringing the position to 10,056 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1893.

Raymond James Financial Services Advisors first reported a position in IYM in Q1 2016 and has held it in 35 quarters since. The position peaked at $9.17M in Q3 2016. 187 funds tracked by Wall St. Rank hold IYM as of Q3 2024.

  • Raymond James Financial Services Advisors held 10,056 shares of iShares US Basic Materials ETF worth $1.51M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 1,173 iShares US Basic Materials ETF shares in Q3 2024, an estimated $167K.
  • iShares US Basic Materials ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1893 holding.
  • Raymond James Financial Services Advisors first reported a position in iShares US Basic Materials ETF in Q1 2016 and has held it in 35 quarters since.
  • Raymond James Financial Services Advisors's iShares US Basic Materials ETF position peaked at $9.17M in Q3 2016.
  • 187 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.