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SYM Financial Corp’s iShares US Basic Materials ETF IYM Stock Holding History

SYM Financial Corp’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
2022
Q1 		– Sell
-151
Closed -$21K – 120
2021
Q4 		$21K Buy
+151
New +$20.3K 0.01% 92

Other funds holding IYM

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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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

SYM Financial Corp's IYM Position: Q1 2022 in Review

SYM Financial Corp sold out of iShares US Basic Materials ETF (IYM) in Q1 2022, closing a stake of 151 shares — an estimated $21K sold.

SYM Financial Corp first reported a position in IYM in Q4 2021 and held it in 1 quarter. The position peaked at $21K in Q4 2021. 195 funds tracked by Wall St. Rank hold IYM as of Q1 2022.

  • SYM Financial Corp reported no remaining iShares US Basic Materials ETF position as of Q1 2022 after selling out during the quarter.
  • SYM Financial Corp sold 151 iShares US Basic Materials ETF shares in Q1 2022, an estimated $21K.
  • SYM Financial Corp first reported a position in iShares US Basic Materials ETF in Q4 2021 and held it in 1 quarter.
  • SYM Financial Corp's iShares US Basic Materials ETF position peaked at $21K in Q4 2021.
  • 195 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2022.

Based on SYM Financial Corp's 13F filing for Q1 2022, filed 22 Apr 2022.