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SII Investments’s iShares US Basic Materials ETF IYM Stock Holding History

SII Investments’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
2015
Q2 		– Sell
-2,510
Closed -$204K – 544
2015
Q1 		$204K Sell
2,510
-200
-7% -$16.6K 0.02% 489
2014
Q4 		$222K Sell
2,710
-780
-22% -$64.9K 0.03% 445
2014
Q3 		$302K Sell
3,490
-100
-3% -$8.77K 0.04% 368
2014
Q2 		$316K Sell
3,590
-1
-0% -$85 0.05% 344
2014
Q1 		$288K Hold
3,591
– – 0.05% 307
2013
Q4 		$292K Buy
3,591
+250
+7% +$19.4K 0.05% 317
2013
Q3 		$244K Hold
3,341
– – 0.06% 269
2013
Q2 		$224K Buy
+3,341
New +$234K 0.05% 328

Other funds holding IYM

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CI
Chartist Inc Seal Beach, California $160M AUM 15.21% 1-Year Est. Return

SII Investments's IYM Position: Q2 2015 in Review

SII Investments sold out of iShares US Basic Materials ETF (IYM) in Q2 2015, closing a stake of 2,510 shares — an estimated $204K sold.

SII Investments first reported a position in IYM in Q2 2013 and held it in 8 quarters. The position peaked at $316K in Q2 2014. 96 funds tracked by Wall St. Rank hold IYM as of Q2 2015.

  • SII Investments reported no remaining iShares US Basic Materials ETF position as of Q2 2015 after selling out during the quarter.
  • SII Investments sold 2,510 iShares US Basic Materials ETF shares in Q2 2015, an estimated $204K.
  • SII Investments first reported a position in iShares US Basic Materials ETF in Q2 2013 and held it in 8 quarters.
  • SII Investments's iShares US Basic Materials ETF position peaked at $316K in Q2 2014.
  • 96 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2015.

Based on SII Investments's 13F filing for Q2 2015, filed 3 Aug 2015.