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Reston Wealth Management’s iShares US Basic Materials ETF IYM Stock Holding History

Reston Wealth Management’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
Q4 		– Sell
-336
Closed -$50.4K – 243
2024
Q3 		$50.4K Buy
+336
New +$48K 0.02% 127

Other funds holding IYM

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Reston Wealth Management's IYM Position: Q4 2024 in Review

Reston Wealth Management sold out of iShares US Basic Materials ETF (IYM) in Q4 2024, closing a stake of 336 shares — an estimated $50.4K sold.

Reston Wealth Management first reported a position in IYM in Q3 2024 and held it in 1 quarter. The position peaked at $50.4K in Q3 2024. 178 funds tracked by Wall St. Rank hold IYM as of Q4 2024.

  • Reston Wealth Management reported no remaining iShares US Basic Materials ETF position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 336 iShares US Basic Materials ETF shares in Q4 2024, an estimated $50.4K.
  • Reston Wealth Management first reported a position in iShares US Basic Materials ETF in Q3 2024 and held it in 1 quarter.
  • Reston Wealth Management's iShares US Basic Materials ETF position peaked at $50.4K in Q3 2024.
  • 178 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.