SPC Financial Inc’s iShares US Basic Materials ETF IYM Stock Holding History

SPC Financial Inc’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 Q1	–	Sell	-2,782	Closed	-$384K	–	233
2023 Q4	$384K	Sell	2,782 -2,019	-42%	-$259K	0.04%	169
2023 Q3	$606K	Sell	4,801 -122,729	-96%	-$16.2M	0.07%	122
2023 Q2	$17M	Sell	127,530 -19,633	-13%	-$2.53M	1.84%	21
2023 Q1	$19.5M	Buy	147,163 +49,103	+50%	+$6.53M	2.22%	11
2022 Q4	$12.2M	Sell	98,060 -50,983	-34%	-$6.27M	1.45%	24
2022 Q3	$16.1M	Buy	149,043 +5,031	+3%	+$603K	2.01%	14
2022 Q2	$17M	Buy	+144,012	New	+$19.9M	2.09%	14

Other funds holding IYM

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SPC Financial Inc's IYM Position: Q1 2024 in Review

SPC Financial Inc sold out of iShares US Basic Materials ETF (IYM) in Q1 2024, closing a stake of 2,782 shares — an estimated $384K sold.

SPC Financial Inc first reported a position in IYM in Q2 2022 and held it in 7 quarters. The position peaked at $19.5M in Q1 2023. 198 funds tracked by Wall St. Rank hold IYM as of Q1 2024.

SPC Financial Inc reported no remaining iShares US Basic Materials ETF position as of Q1 2024 after selling out during the quarter.
SPC Financial Inc sold 2,782 iShares US Basic Materials ETF shares in Q1 2024, an estimated $384K.
SPC Financial Inc first reported a position in iShares US Basic Materials ETF in Q2 2022 and held it in 7 quarters.
SPC Financial Inc's iShares US Basic Materials ETF position peaked at $19.5M in Q1 2023.
198 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2024.

Based on SPC Financial Inc's 13F filing for Q1 2024, filed 3 May 2024.