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Stewardship Financial Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

Stewardship Financial Advisors’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
2018
Q4 		– Sell
-184
Closed -$18K – 72
2018
Q3 		$18K Buy
+184
New +$18.5K 0.01% 66

Other funds holding IYM

CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stewardship Financial Advisors's IYM Position: Q4 2018 in Review

Stewardship Financial Advisors sold out of iShares US Basic Materials ETF (IYM) in Q4 2018, closing a stake of 184 shares — an estimated $18K sold.

Stewardship Financial Advisors first reported a position in IYM in Q3 2018 and held it in 1 quarter. The position peaked at $18K in Q3 2018. 127 funds tracked by Wall St. Rank hold IYM as of Q4 2018.

  • Stewardship Financial Advisors reported no remaining iShares US Basic Materials ETF position as of Q4 2018 after selling out during the quarter.
  • Stewardship Financial Advisors sold 184 iShares US Basic Materials ETF shares in Q4 2018, an estimated $18K.
  • Stewardship Financial Advisors first reported a position in iShares US Basic Materials ETF in Q3 2018 and held it in 1 quarter.
  • Stewardship Financial Advisors's iShares US Basic Materials ETF position peaked at $18K in Q3 2018.
  • 127 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2018.

Based on Stewardship Financial Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.