Rehmann Capital Advisory Group’s iShares US Basic Materials ETF IYM Stock Holding History

Rehmann Capital Advisory 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
2019 Q3	–	Sell	-180	Closed	-$17.1K	–	1932
2019 Q2	$17.1K	Buy	+180	New	+$16.5K	﹤0.01%	1188
2019 Q1	–	Sell	-180	Closed	-$15.1K	–	2114
2018 Q4	$15.1K	Sell	180 -659	-79%	-$59K	﹤0.01%	933
2018 Q3	$82.6K	Hold	839	–	–	0.01%	636
2018 Q2	$83.1K	Hold	839	–	–	0.01%	609
2018 Q1	$81K	Buy	+839	New	+$86K	0.01%	604

Other funds holding IYM

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

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

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

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

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

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

OWD

Osborn Williams & Donohoe Cincinnati, Ohio $762M AUM 2.74% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Rehmann Capital Advisory Group's IYM Position: Q3 2019 in Review

Rehmann Capital Advisory Group sold out of iShares US Basic Materials ETF (IYM) in Q3 2019, closing a stake of 180 shares — an estimated $17.1K sold.

Rehmann Capital Advisory Group first reported a position in IYM in Q1 2018 and held it in 5 quarters. The position peaked at $83.1K in Q2 2018. 119 funds tracked by Wall St. Rank hold IYM as of Q3 2019.

Rehmann Capital Advisory Group reported no remaining iShares US Basic Materials ETF position as of Q3 2019 after selling out during the quarter.
Rehmann Capital Advisory Group sold 180 iShares US Basic Materials ETF shares in Q3 2019, an estimated $17.1K.
Rehmann Capital Advisory Group first reported a position in iShares US Basic Materials ETF in Q1 2018 and held it in 5 quarters.
Rehmann Capital Advisory Group's iShares US Basic Materials ETF position peaked at $83.1K in Q2 2018.
119 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.