Sutton Wealth Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

Sutton Wealth 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
2023 Q3	$24K	Hold	190	–	–	0.01%	335
2023 Q2	$25.3K	Hold	190	–	–	0.01%	318
2023 Q1	$25.2K	Hold	190	–	–	0.01%	278
2022 Q4	$23.7K	Hold	190	–	–	0.01%	627
2022 Q3	$20.6K	Hold	190	–	–	0.01%	654
2022 Q2	$22.4K	Hold	190	–	–	0.01%	637
2022 Q1	$28.4K	Buy	+190	New	+$26.2K	0.01%	595

Other funds holding IYM

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

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

PCH

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Sutton Wealth Advisors's IYM Position: Q3 2023 in Review

Sutton Wealth Advisors held its iShares US Basic Materials ETF (IYM) position steady in Q3 2023 at 190 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #335.

Sutton Wealth Advisors first reported a position in IYM in Q1 2022 and has held it in 7 quarters since. The position peaked at $28.4K in Q1 2022. 192 funds tracked by Wall St. Rank hold IYM as of Q3 2023.

Sutton Wealth Advisors held 190 shares of iShares US Basic Materials ETF worth $24K as of Q3 2023.
Sutton Wealth Advisors left its iShares US Basic Materials ETF share count unchanged in Q3 2023.
iShares US Basic Materials ETF made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #335 holding.
Sutton Wealth Advisors first reported a position in iShares US Basic Materials ETF in Q1 2022 and has held it in 7 quarters since.
Sutton Wealth Advisors's iShares US Basic Materials ETF position peaked at $28.4K in Q1 2022.
192 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.