Redmont Wealth Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

Redmont Wealth 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
2022 Q4	–	Sell	-2,290	Closed	-$248K	–	109
2022 Q3	$248K	Hold	2,290	–	–	0.32%	77
2022 Q2	$270K	Hold	2,290	–	–	0.33%	76
2022 Q1	$342K	Hold	2,290	–	–	0.36%	64
2021 Q4	$321K	Buy	+2,290	New	+$308K	0.34%	65

Other funds holding IYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Redmont Wealth Advisors's IYM Position: Q4 2022 in Review

Redmont Wealth Advisors sold out of iShares US Basic Materials ETF (IYM) in Q4 2022, closing a stake of 2,290 shares — an estimated $248K sold.

Redmont Wealth Advisors first reported a position in IYM in Q4 2021 and held it in 4 quarters. The position peaked at $342K in Q1 2022. 211 funds tracked by Wall St. Rank hold IYM as of Q4 2022.

Redmont Wealth Advisors reported no remaining iShares US Basic Materials ETF position as of Q4 2022 after selling out during the quarter.
Redmont Wealth Advisors sold 2,290 iShares US Basic Materials ETF shares in Q4 2022, an estimated $248K.
Redmont Wealth Advisors first reported a position in iShares US Basic Materials ETF in Q4 2021 and held it in 4 quarters.
Redmont Wealth Advisors's iShares US Basic Materials ETF position peaked at $342K in Q1 2022.
211 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2022.

Based on Redmont Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.