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

Tactive 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 		– Sell
-9,185
Closed -$1.22M – 80
2023
Q2 		$1.22M Buy
+9,185
New +$1.18M 0.93% 22

Other funds holding IYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Tactive Advisors's IYM Position: Q3 2023 in Review

Tactive Advisors sold out of iShares US Basic Materials ETF (IYM) in Q3 2023, closing a stake of 9,185 shares — an estimated $1.22M sold.

Tactive Advisors first reported a position in IYM in Q2 2023 and held it in 1 quarter. The position peaked at $1.22M in Q2 2023. 192 funds tracked by Wall St. Rank hold IYM as of Q3 2023.

  • Tactive Advisors reported no remaining iShares US Basic Materials ETF position as of Q3 2023 after selling out during the quarter.
  • Tactive Advisors sold 9,185 iShares US Basic Materials ETF shares in Q3 2023, an estimated $1.22M.
  • Tactive Advisors first reported a position in iShares US Basic Materials ETF in Q2 2023 and held it in 1 quarter.
  • Tactive Advisors's iShares US Basic Materials ETF position peaked at $1.22M in Q2 2023.
  • 192 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2023.

Based on Tactive Advisors's 13F filing for Q3 2023, filed 2 Feb 2024.