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Sowell Financial Services’s iShares US Basic Materials ETF IYM Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-3,696
Closed -$509K – 1648
2021
Q1 		$509K Buy
3,696
+3,097
+517% +$370K 0.02% 634
2020
Q4 		$68K Buy
599
+565
+1,662% +$60.2K ﹤0.01% 1292
2020
Q3 		$3K Buy
+34
New +$3.34K ﹤0.01% 2129
2017
Q2 		– Sell
-3,094
Closed -$274K – 270
2017
Q1 		$274K Sell
3,094
-447
-13% -$39.2K 0.08% 202
2016
Q4 		$315K Buy
+3,541
New +$286K 0.11% 149

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sowell Financial Services's IYM Position: Q2 2021 in Review

Sowell Financial Services sold out of iShares US Basic Materials ETF (IYM) in Q2 2021, closing a stake of 3,696 shares — an estimated $509K sold.

Sowell Financial Services first reported a position in IYM in Q4 2016 and held it in 5 quarters. The position peaked at $509K in Q1 2021. 178 funds tracked by Wall St. Rank hold IYM as of Q2 2021.

  • Sowell Financial Services reported no remaining iShares US Basic Materials ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 3,696 iShares US Basic Materials ETF shares in Q2 2021, an estimated $509K.
  • Sowell Financial Services first reported a position in iShares US Basic Materials ETF in Q4 2016 and held it in 5 quarters.
  • Sowell Financial Services's iShares US Basic Materials ETF position peaked at $509K in Q1 2021.
  • 178 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.