Swaine & Leidel Wealth Services’s iShares US Basic Materials ETF IYM Stock Holding History

Swaine & Leidel Wealth 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 Q3	$577K	Buy	+4,636	New	+$604K	0.51%	41

Other funds holding IYM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

PFG

Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return

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

Swaine & Leidel Wealth Services's IYM Position: Q3 2021 in Review

Swaine & Leidel Wealth Services opened a new position in iShares US Basic Materials ETF (IYM) in Q3 2021: 4,636 shares worth $577K. The stake represents 0.51% of the portfolio and ranks #41 among its holdings.

182 funds tracked by Wall St. Rank hold IYM as of Q3 2021.

Swaine & Leidel Wealth Services held 4,636 shares of iShares US Basic Materials ETF worth $577K as of Q3 2021.
iShares US Basic Materials ETF was a new Swaine & Leidel Wealth Services position in Q3 2021.
iShares US Basic Materials ETF made up 0.51% of Swaine & Leidel Wealth Services's portfolio in Q3 2021, its #41 holding.
182 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2021.

Based on Swaine & Leidel Wealth Services's 13F filing for Q3 2021, filed 8 Nov 2021.