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Retireful LLC’s iShares US Basic Materials ETF IYM Stock Holding History

Retireful LLC’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
2023
Q2 		– Sell
-3,322
Closed -$438K – 96
2023
Q1 		$438K Buy
+3,322
New +$442K 0.14% 53

Other funds holding IYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Retireful LLC's IYM Position: Q2 2023 in Review

Retireful LLC sold out of iShares US Basic Materials ETF (IYM) in Q2 2023, closing a stake of 3,322 shares — an estimated $438K sold.

Retireful LLC first reported a position in IYM in Q1 2023 and held it in 1 quarter. The position peaked at $438K in Q1 2023. 202 funds tracked by Wall St. Rank hold IYM as of Q2 2023.

  • Retireful LLC reported no remaining iShares US Basic Materials ETF position as of Q2 2023 after selling out during the quarter.
  • Retireful LLC sold 3,322 iShares US Basic Materials ETF shares in Q2 2023, an estimated $438K.
  • Retireful LLC first reported a position in iShares US Basic Materials ETF in Q1 2023 and held it in 1 quarter.
  • Retireful LLC's iShares US Basic Materials ETF position peaked at $438K in Q1 2023.
  • 202 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2023.

Based on Retireful LLC's 13F filing for Q2 2023, filed 11 Jul 2023.