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

SVB Wealth’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	–	Sell	-8,981	Closed	-$1.19M	–	904
2023 Q2	$1.19M	Hold	8,981	–	–	0.02%	312
2023 Q1	$1.19M	Hold	8,981	–	–	0.02%	342
2022 Q4	$1.12M	Hold	8,981	–	–	0.02%	379
2022 Q3	$971K	Buy	+8,981	New	+$1.08M	0.01%	377

Other funds holding IYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SVB Wealth's IYM Position: Q3 2023 in Review

SVB Wealth sold out of iShares US Basic Materials ETF (IYM) in Q3 2023, closing a stake of 8,981 shares — an estimated $1.19M sold.

SVB Wealth first reported a position in IYM in Q3 2022 and held it in 4 quarters. The position peaked at $1.19M in Q2 2023. 192 funds tracked by Wall St. Rank hold IYM as of Q3 2023.

SVB Wealth reported no remaining iShares US Basic Materials ETF position as of Q3 2023 after selling out during the quarter.
SVB Wealth sold 8,981 iShares US Basic Materials ETF shares in Q3 2023, an estimated $1.19M.
SVB Wealth first reported a position in iShares US Basic Materials ETF in Q3 2022 and held it in 4 quarters.
SVB Wealth's iShares US Basic Materials ETF position peaked at $1.19M in Q2 2023.
192 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2023.

Based on SVB Wealth's 13F filing for Q3 2023, filed 23 Oct 2023.