Sowa Financial Group’s iShares US Basic Materials ETF IYM Stock Holding History

Sowa Financial 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
2021 Q1	–	Sell	-253	Closed	-$29K	–	146
2020 Q4	$29K	Hold	253	–	–	0.02%	160
2020 Q3	$25K	Hold	253	–	–	0.02%	159
2020 Q2	$23K	Hold	253	–	–	0.02%	160
2020 Q1	$18K	Hold	253	–	–	0.02%	162
2019 Q4	$25K	Buy	+253	New	+$23.8K	0.02%	153

Other funds holding IYM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sowa Financial Group's IYM Position: Q1 2021 in Review

Sowa Financial Group sold out of iShares US Basic Materials ETF (IYM) in Q1 2021, closing a stake of 253 shares — an estimated $29K sold.

Sowa Financial Group first reported a position in IYM in Q4 2019 and held it in 5 quarters. The position peaked at $29K in Q4 2020. 152 funds tracked by Wall St. Rank hold IYM as of Q1 2021.

Sowa Financial Group reported no remaining iShares US Basic Materials ETF position as of Q1 2021 after selling out during the quarter.
Sowa Financial Group sold 253 iShares US Basic Materials ETF shares in Q1 2021, an estimated $29K.
Sowa Financial Group first reported a position in iShares US Basic Materials ETF in Q4 2019 and held it in 5 quarters.
Sowa Financial Group's iShares US Basic Materials ETF position peaked at $29K in Q4 2020.
152 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.