Signal Advisors Wealth’s iShares US Basic Materials ETF IYM Stock Holding History

Signal Advisors Wealth’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
2025 Q1	–	Sell	-2,470	Closed	-$321K	–	447
2024 Q4	$321K	Buy	2,470 +76	+3%	+$11K	0.04%	346
2024 Q3	$359K	Buy	+2,394	New	+$342K	0.05%	313
2024 Q2	–	Sell	-2,559	Closed	-$378K	–	190
2024 Q1	$378K	Sell	2,559 -40	-2%	-$5.49K	0.09%	201
2023 Q4	$359K	Buy	+2,599	New	+$334K	0.12%	154

Other funds holding IYM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

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

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

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

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

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

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

Signal Advisors Wealth's IYM Position: Q1 2025 in Review

Signal Advisors Wealth sold out of iShares US Basic Materials ETF (IYM) in Q1 2025, closing a stake of 2,470 shares — an estimated $321K sold.

Signal Advisors Wealth first reported a position in IYM in Q4 2023 and held it in 4 quarters. The position peaked at $378K in Q1 2024. 183 funds tracked by Wall St. Rank hold IYM as of Q1 2025.

Signal Advisors Wealth reported no remaining iShares US Basic Materials ETF position as of Q1 2025 after selling out during the quarter.
Signal Advisors Wealth sold 2,470 iShares US Basic Materials ETF shares in Q1 2025, an estimated $321K.
Signal Advisors Wealth first reported a position in iShares US Basic Materials ETF in Q4 2023 and held it in 4 quarters.
Signal Advisors Wealth's iShares US Basic Materials ETF position peaked at $378K in Q1 2024.
183 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2025.

Based on Signal Advisors Wealth's 13F filing for Q1 2025, filed 11 Apr 2025.