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TCWP’s iShares US Basic Materials ETF IYM Stock Holding History

TCWP’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
Q4 		– Sell
-12,339
Closed -$1.56M – 77
2023
Q3 		$1.56M Buy
12,339
+259
+2% +$34.2K 1.19% 31
2023
Q2 		$1.61M Buy
12,080
+1,870
+18% +$241K 0.34% 75
2023
Q1 		$1.35M Buy
10,210
+3,448
+51% +$458K 0.26% 89
2022
Q4 		$844K Buy
6,762
+116
+2% +$14.3K 0.17% 110
2022
Q3 		$718K Sell
6,646
-763
-10% -$91.4K 0.15% 118
2022
Q2 		$872K Buy
7,409
+416
+6% +$57.5K 0.19% 101
2022
Q1 		$1.04M Buy
6,993
+4,776
+215% +$660K 0.19% 103
2021
Q4 		$310K Buy
+2,217
New +$299K 0.06% 198

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TCWP's IYM Position: Q4 2023 in Review

TCWP sold out of iShares US Basic Materials ETF (IYM) in Q4 2023, closing a stake of 12,339 shares — an estimated $1.56M sold.

TCWP first reported a position in IYM in Q4 2021 and held it in 8 quarters. The position peaked at $1.61M in Q2 2023. 203 funds tracked by Wall St. Rank hold IYM as of Q4 2023.

  • TCWP reported no remaining iShares US Basic Materials ETF position as of Q4 2023 after selling out during the quarter.
  • TCWP sold 12,339 iShares US Basic Materials ETF shares in Q4 2023, an estimated $1.56M.
  • TCWP first reported a position in iShares US Basic Materials ETF in Q4 2021 and held it in 8 quarters.
  • TCWP's iShares US Basic Materials ETF position peaked at $1.61M in Q2 2023.
  • 203 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2023.

Based on TCWP's 13F filing for Q4 2023, filed 14 Feb 2024.