SRSA
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S.R. Schill & Associates’s iShares US Basic Materials ETF IYM Stock Holding History

S.R. Schill & Associates’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
2016
Q2 		– Sell
-8,453
Closed -$619K – 68
2016
Q1 		$619K Sell
8,453
-4,189
-33% -$281K 0.42% 36
2015
Q4 		$892K Sell
12,642
-474
-4% -$34.2K 0.62% 28
2015
Q3 		$849K Buy
13,116
+112
+0.9% +$8.13K 0.6% 28
2015
Q2 		$1.05M Buy
13,004
+67
+0.5% +$5.63K 0.71% 26
2015
Q1 		$1.06M Buy
12,937
+2,344
+22% +$194K 0.71% 22
2014
Q4 		$874K Buy
+10,593
New +$881K 0.8% 22

Other funds holding IYM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return