Schroder Investment Management Group
IYM icon

Schroder Investment Management Group’s iShares US Basic Materials ETF IYM Stock Holding History

Schroder Investment Management 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
2014
Q3 		– Sell
-28,837
Closed -$2.52M – 1471
2014
Q2 		$2.52M Sell
28,837
-249,860
-90% -$21.2M ﹤0.01% 860
2014
Q1 		$23.2M Hold
278,697
– – 0.03% 453
2013
Q4 		$22.7M Buy
278,697
+32,729
+13% +$2.54M 0.03% 439
2013
Q3 		$18.2M Buy
+245,968
New +$17.7M 0.04% 466

Other funds holding IYM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return