Retirement Group’s iShares US Basic Materials ETF IYM Stock Holding History

Retirement 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
2024 Q1	$886	Hold	6	–	–	﹤0.01%	732
2023 Q4	$829	Hold	6	–	–	﹤0.01%	713
2023 Q3	$758	Hold	6	–	–	﹤0.01%	655
2023 Q2	$798	Hold	6	–	–	﹤0.01%	685
2023 Q1	$1K	Hold	6	–	–	﹤0.01%	644
2022 Q4	$1K	Buy	+6	New	+$738	﹤0.01%	581
2022 Q3	–	Sell	-6	Closed	-$1K	–	657
2022 Q2	$1K	Hold	6	–	–	﹤0.01%	686
2022 Q1	$1K	Hold	6	–	–	﹤0.01%	689
2021 Q4	$1K	Hold	6	–	–	﹤0.01%	664
2021 Q3	$1K	Hold	6	–	–	﹤0.01%	579
2021 Q2	$1K	Hold	6	–	–	﹤0.01%	617
2021 Q1	$1K	Hold	6	–	–	﹤0.01%	685
2020 Q4	$0	Hold	6	–	–	﹤0.01%	695
2020 Q3	$1K	Hold	6	–	–	﹤0.01%	613
2020 Q2	$1K	Buy	+6	New	+$497	﹤0.01%	600
2019 Q4	$1K	Buy	+6	New	+$564	﹤0.01%	604

Other funds holding IYM

PCH

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

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

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

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

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Retirement Group's IYM Position: Q1 2024 in Review

Retirement Group held its iShares US Basic Materials ETF (IYM) position steady in Q1 2024 at 6 shares worth $886. The position accounts for ﹤0.01% of the portfolio, ranked #732.

Retirement Group first reported a position in IYM in Q4 2019 and has held it in 16 quarters since. The position peaked at $1K in Q1 2023. 198 funds tracked by Wall St. Rank hold IYM as of Q1 2024.

Retirement Group held 6 shares of iShares US Basic Materials ETF worth $886 as of Q1 2024.
Retirement Group left its iShares US Basic Materials ETF share count unchanged in Q1 2024.
iShares US Basic Materials ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #732 holding.
Retirement Group first reported a position in iShares US Basic Materials ETF in Q4 2019 and has held it in 16 quarters since.
Retirement Group's iShares US Basic Materials ETF position peaked at $1K in Q1 2023.
198 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.