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

Ten Capital 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
2023
Q2 		– Sell
-528
Closed -$70K – 370
2023
Q1 		$70K Buy
+528
New +$70.2K 0.02% 192

Other funds holding IYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ten Capital Wealth Advisors's IYM Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of iShares US Basic Materials ETF (IYM) in Q2 2023, closing a stake of 528 shares — an estimated $70K sold.

Ten Capital Wealth Advisors first reported a position in IYM in Q1 2023 and held it in 1 quarter. The position peaked at $70K in Q1 2023. 202 funds tracked by Wall St. Rank hold IYM as of Q2 2023.

  • Ten Capital Wealth Advisors reported no remaining iShares US Basic Materials ETF position as of Q2 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 528 iShares US Basic Materials ETF shares in Q2 2023, an estimated $70K.
  • Ten Capital Wealth Advisors first reported a position in iShares US Basic Materials ETF in Q1 2023 and held it in 1 quarter.
  • Ten Capital Wealth Advisors's iShares US Basic Materials ETF position peaked at $70K in Q1 2023.
  • 202 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.