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Royal Fund Management’s iShares US Basic Materials ETF IYM Stock Holding History

Royal Fund 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
2023
Q3 		– Sell
-38,274
Closed -$5.09M – 283
2023
Q2 		$5.09M Sell
38,274
-1,475
-4% -$190K 0.63% 46
2023
Q1 		$5.27M Buy
39,749
+8,461
+27% +$1.12M 0.75% 40
2022
Q4 		$3.9M Sell
31,288
-11,854
-27% -$1.46M 0.62% 57
2022
Q3 		$4.67M Buy
43,142
+1,529
+4% +$183K 0.85% 42
2022
Q2 		$4.9M Buy
+41,613
New +$5.75M 0.81% 47
2021
Q4 		– Sell
-86,180
Closed -$10.7M – 199
2021
Q3 		$10.7M Buy
86,180
+58,422
+210% +$7.62M 1.56% 11
2021
Q2 		$3.62M Buy
27,758
+4,694
+20% +$628K 0.6% 66
2021
Q1 		$2.9M Sell
23,064
-74,167
-76% -$8.86M 0.53% 75
2020
Q4 		$11M Buy
97,231
+94,582
+3,570% +$10.1M 2.34% 7
2020
Q3 		$261K Buy
+2,649
New +$260K 0.07% 135
2018
Q1 		– Sell
-2,119
Closed -$216K – 609
2017
Q4 		$216K Buy
+2,119
New +$210K 0.08% 109

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
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Fund Management's IYM Position: Q3 2023 in Review

Royal Fund Management sold out of iShares US Basic Materials ETF (IYM) in Q3 2023, closing a stake of 38,274 shares — an estimated $5.09M sold.

Royal Fund Management first reported a position in IYM in Q4 2017 and held it in 11 quarters. The position peaked at $11M in Q4 2020. 192 funds tracked by Wall St. Rank hold IYM as of Q3 2023.

  • Royal Fund Management reported no remaining iShares US Basic Materials ETF position as of Q3 2023 after selling out during the quarter.
  • Royal Fund Management sold 38,274 iShares US Basic Materials ETF shares in Q3 2023, an estimated $5.09M.
  • Royal Fund Management first reported a position in iShares US Basic Materials ETF in Q4 2017 and held it in 11 quarters.
  • Royal Fund Management's iShares US Basic Materials ETF position peaked at $11M in Q4 2020.
  • 192 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2023.

Based on Royal Fund Management's 13F filing for Q3 2023, filed 17 Oct 2023.