SignatureFD’s iShares US Basic Materials ETF IYM Stock Holding History

SignatureFD’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
2024 Q3	–	Sell	-7	Closed	-$980	–	3283
2024 Q2	$980	Hold	7	–	–	﹤0.01%	2905
2024 Q1	$1.03K	Hold	7	–	–	﹤0.01%	2946
2023 Q4	$967	Hold	7	–	–	﹤0.01%	2909
2023 Q3	$884	Buy	+7	New	+$925	﹤0.01%	2952
2022 Q3	–	Sell	-41	Closed	-$5K	–	3225
2022 Q2	$5K	Buy	41 +1	+3%	+$138	﹤0.01%	2448
2022 Q1	$6K	Hold	40	–	–	﹤0.01%	2406
2021 Q4	$6K	Buy	+40	New	+$5.39K	﹤0.01%	2339
2021 Q3	–	Sell	-810	Closed	-$106K	–	3120
2021 Q2	$106K	Hold	810	–	–	﹤0.01%	932
2021 Q1	$102K	Hold	810	–	–	﹤0.01%	867
2020 Q4	$92K	Hold	810	–	–	﹤0.01%	818
2020 Q3	$80K	Hold	810	–	–	﹤0.01%	785
2020 Q2	$72K	Buy	810 +275	+51%	+$22.8K	﹤0.01%	815
2020 Q1	$37K	Hold	535	–	–	﹤0.01%	1001
2019 Q4	$52K	Hold	535	–	–	﹤0.01%	961
2019 Q3	$49K	Hold	535	–	–	﹤0.01%	930
2019 Q2	$51K	Hold	535	–	–	﹤0.01%	889
2019 Q1	$49K	Hold	535	–	–	﹤0.01%	890
2018 Q4	$45K	Buy	+535	New	+$47.9K	﹤0.01%	884
2015 Q2	–	Sell	-67	Closed	-$5K	–	1104
2015 Q1	$5K	Hold	67	–	–	﹤0.01%	666
2014 Q4	$6K	Hold	67	–	–	﹤0.01%	576
2014 Q3	$6K	Hold	67	–	–	﹤0.01%	519
2014 Q2	$6K	Buy	+67	New	+$5.7K	﹤0.01%	557

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

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

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

SignatureFD's IYM Position: Q3 2024 in Review

SignatureFD sold out of iShares US Basic Materials ETF (IYM) in Q3 2024, closing a stake of 7 shares — an estimated $980 sold.

SignatureFD first reported a position in IYM in Q2 2014 and held it in 22 quarters. The position peaked at $106K in Q2 2021. 187 funds tracked by Wall St. Rank hold IYM as of Q3 2024.

SignatureFD reported no remaining iShares US Basic Materials ETF position as of Q3 2024 after selling out during the quarter.
SignatureFD sold 7 iShares US Basic Materials ETF shares in Q3 2024, an estimated $980.
SignatureFD first reported a position in iShares US Basic Materials ETF in Q2 2014 and held it in 22 quarters.
SignatureFD's iShares US Basic Materials ETF position peaked at $106K in Q2 2021.
187 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2024.

Based on SignatureFD's 13F filing for Q3 2024, filed 21 Oct 2024.