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Simplicity Solutions’s iShares US Basic Materials ETF IYM Stock Holding History

Simplicity Solutions’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
2021
Q1 		– Sell
-14,698
Closed -$1.67M – 753
2020
Q4 		$1.67M Buy
+14,698
New +$1.57M 0.02% 429
2018
Q1 		– Sell
-3,268
Closed -$334K – 392
2017
Q4 		$334K Buy
+3,268
New +$324K 0.03% 279
2017
Q2 		– Sell
-5,120
Closed -$456K – 428
2017
Q1 		$456K Sell
5,120
-152
-3% -$13.3K 0.07% 242
2016
Q4 		$438K Buy
+5,272
New +$427K 0.1% 204

Other funds holding IYM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return