TAP Consulting’s iShares US Basic Materials ETF IYM Stock Holding History

TAP Consulting’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 Q1	–	Sell	-2,242	Closed	-$280K	–	142
2022 Q4	$280K	Sell	2,242 -17,269	-89%	-$2.12M	0.07%	116
2022 Q3	$2.11M	Sell	19,511 -23,274	-54%	-$2.79M	0.56%	47
2022 Q2	$5.04M	Buy	+42,785	New	+$5.91M	1.4%	22

Other funds holding IYM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TAP Consulting's IYM Position: Q1 2023 in Review

TAP Consulting sold out of iShares US Basic Materials ETF (IYM) in Q1 2023, closing a stake of 2,242 shares — an estimated $280K sold.

TAP Consulting first reported a position in IYM in Q2 2022 and held it in 3 quarters. The position peaked at $5.04M in Q2 2022. 210 funds tracked by Wall St. Rank hold IYM as of Q1 2023.

TAP Consulting reported no remaining iShares US Basic Materials ETF position as of Q1 2023 after selling out during the quarter.
TAP Consulting sold 2,242 iShares US Basic Materials ETF shares in Q1 2023, an estimated $280K.
TAP Consulting first reported a position in iShares US Basic Materials ETF in Q2 2022 and held it in 3 quarters.
TAP Consulting's iShares US Basic Materials ETF position peaked at $5.04M in Q2 2022.
210 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2023.

Based on TAP Consulting's 13F filing for Q1 2023, filed 18 Apr 2023.