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RMR Wealth Builders’s iShares US Basic Materials ETF IYM Stock Holding History

RMR Wealth Builders’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
2021
Q2 		– Sell
-500
Closed -$63K – 434
2021
Q1 		$63K Buy
+500
New +$59.7K 0.02% 335

Other funds holding IYM

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RMR Wealth Builders's IYM Position: Q2 2021 in Review

RMR Wealth Builders sold out of iShares US Basic Materials ETF (IYM) in Q2 2021, closing a stake of 500 shares — an estimated $63K sold.

RMR Wealth Builders first reported a position in IYM in Q1 2021 and held it in 1 quarter. The position peaked at $63K in Q1 2021. 178 funds tracked by Wall St. Rank hold IYM as of Q2 2021.

  • RMR Wealth Builders reported no remaining iShares US Basic Materials ETF position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 500 iShares US Basic Materials ETF shares in Q2 2021, an estimated $63K.
  • RMR Wealth Builders first reported a position in iShares US Basic Materials ETF in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's iShares US Basic Materials ETF position peaked at $63K in Q1 2021.
  • 178 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.