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

TCI Wealth 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
2022 Q1	–	Sell	-242	Closed	-$34K	–	2333
2021 Q4	$34K	Hold	242	–	–	0.01%	501
2021 Q3	$30K	Buy	+242	New	+$31.6K	﹤0.01%	544
2015 Q1	–	Sell	-218	Closed	-$18K	–	915
2014 Q4	$18K	Hold	218	–	–	0.01%	365
2014 Q3	$19K	Hold	218	–	–	0.01%	339
2014 Q2	$19K	Buy	+218	New	+$18.5K	0.01%	347

Other funds holding IYM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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

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

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

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

TCI Wealth Advisors's IYM Position: Q1 2022 in Review

TCI Wealth Advisors sold out of iShares US Basic Materials ETF (IYM) in Q1 2022, closing a stake of 242 shares — an estimated $34K sold.

TCI Wealth Advisors first reported a position in IYM in Q2 2014 and held it in 5 quarters. The position peaked at $34K in Q4 2021. 194 funds tracked by Wall St. Rank hold IYM as of Q1 2022.

TCI Wealth Advisors reported no remaining iShares US Basic Materials ETF position as of Q1 2022 after selling out during the quarter.
TCI Wealth Advisors sold 242 iShares US Basic Materials ETF shares in Q1 2022, an estimated $34K.
TCI Wealth Advisors first reported a position in iShares US Basic Materials ETF in Q2 2014 and held it in 5 quarters.
TCI Wealth Advisors's iShares US Basic Materials ETF position peaked at $34K in Q4 2021.
194 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2022.

Based on TCI Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.