Realta Investment Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

Realta Investment 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	–	Sell	-280	Closed	-$39.2K	–	561
2024 Q2	$39.2K	Hold	280	–	–	0.01%	557
2024 Q1	$41.4K	Buy	+280	New	+$38.4K	0.01%	576
2023 Q4	–	Sell	-180	Closed	-$23.9K	–	626
2023 Q3	$23.9K	Sell	180 -100	-36%	-$13.2K	0.01%	595
2023 Q2	$37.3K	Buy	+280	New	+$36.1K	0.01%	588
2023 Q1	–	Sell	-280	Closed	-$34.9K	–	640
2022 Q4	$34.9K	Hold	280	–	–	0.01%	582
2022 Q3	$30K	Buy	+280	New	+$33.6K	0.01%	583

Other funds holding IYM

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

PCH

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

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

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

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

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

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

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

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

Realta Investment Advisors's IYM Position: Q3 2024 in Review

Realta Investment Advisors sold out of iShares US Basic Materials ETF (IYM) in Q3 2024, closing a stake of 280 shares — an estimated $39.2K sold.

Realta Investment Advisors first reported a position in IYM in Q3 2022 and held it in 6 quarters. The position peaked at $41.4K in Q1 2024. 187 funds tracked by Wall St. Rank hold IYM as of Q3 2024.

Realta Investment Advisors reported no remaining iShares US Basic Materials ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 280 iShares US Basic Materials ETF shares in Q3 2024, an estimated $39.2K.
Realta Investment Advisors first reported a position in iShares US Basic Materials ETF in Q3 2022 and held it in 6 quarters.
Realta Investment Advisors's iShares US Basic Materials ETF position peaked at $41.4K in Q1 2024.
187 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.