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Tevis Investment Management’s iShares US Basic Materials ETF IYM Stock Holding History

Tevis Investment Management’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
Q4 		– Sell
-152
Closed -$16K – 142
2022
Q3 		$16K Hold
152
– – 0.02% 307
2022
Q2 		$17K Sell
152
-957
-86% -$132K 0.02% 303
2022
Q1 		$167K Sell
1,109
-199
-15% -$27.5K 0.15% 101
2021
Q4 		$184K Buy
+1,308
New +$176K 0.16% 108

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tevis Investment Management's IYM Position: Q4 2022 in Review

Tevis Investment Management sold out of iShares US Basic Materials ETF (IYM) in Q4 2022, closing a stake of 152 shares — an estimated $16K sold.

Tevis Investment Management first reported a position in IYM in Q4 2021 and held it in 4 quarters. The position peaked at $184K in Q4 2021. 211 funds tracked by Wall St. Rank hold IYM as of Q4 2022.

  • Tevis Investment Management reported no remaining iShares US Basic Materials ETF position as of Q4 2022 after selling out during the quarter.
  • Tevis Investment Management sold 152 iShares US Basic Materials ETF shares in Q4 2022, an estimated $16K.
  • Tevis Investment Management first reported a position in iShares US Basic Materials ETF in Q4 2021 and held it in 4 quarters.
  • Tevis Investment Management's iShares US Basic Materials ETF position peaked at $184K in Q4 2021.
  • 211 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2022.

Based on Tevis Investment Management's 13F filing for Q4 2022, filed 31 Jan 2023.