Tradewinds Capital Management’s iShares US Basic Materials ETF IYM Stock Holding History

Tradewinds Capital 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 Q2	–	Sell	-67	Closed	-$10K	–	612
2022 Q1	$10K	Hold	67	–	–	﹤0.01%	475
2021 Q4	$9K	Hold	67	–	–	﹤0.01%	506
2021 Q3	$8K	Hold	67	–	–	﹤0.01%	498
2021 Q2	$9K	Hold	67	–	–	﹤0.01%	495
2021 Q1	$8K	Hold	67	–	–	﹤0.01%	484
2020 Q4	$8K	Hold	67	–	–	﹤0.01%	460
2020 Q3	$7K	Hold	67	–	–	﹤0.01%	442
2020 Q2	$6K	Hold	67	–	–	﹤0.01%	452
2020 Q1	$5K	Hold	67	–	–	﹤0.01%	443
2019 Q4	$7K	Hold	67	–	–	﹤0.01%	452
2019 Q3	$6K	Hold	67	–	–	﹤0.01%	432
2019 Q2	$6K	Hold	67	–	–	﹤0.01%	427
2019 Q1	$6K	Hold	67	–	–	﹤0.01%	450
2018 Q4	$6K	Hold	67	–	–	﹤0.01%	450
2018 Q3	$7K	Hold	67	–	–	﹤0.01%	455
2018 Q2	$7K	Hold	67	–	–	﹤0.01%	455
2018 Q1	$6K	Hold	67	–	–	﹤0.01%	457
2017 Q4	$7K	Hold	67	–	–	﹤0.01%	462
2017 Q3	$6K	Hold	67	–	–	﹤0.01%	465
2017 Q2	$6K	Hold	67	–	–	﹤0.01%	459
2017 Q1	$6K	Hold	67	–	–	﹤0.01%	463
2016 Q4	$6K	Hold	67	–	–	﹤0.01%	428
2016 Q3	$5K	Hold	67	–	–	﹤0.01%	436
2016 Q2	$5K	Hold	67	–	–	﹤0.01%	441
2016 Q1	$5K	Hold	67	–	–	﹤0.01%	467
2015 Q4	$5K	Hold	67	–	–	﹤0.01%	442
2015 Q3	$4K	Hold	67	–	–	﹤0.01%	457
2015 Q2	$5K	Hold	67	–	–	﹤0.01%	480
2015 Q1	$5K	Hold	67	–	–	﹤0.01%	446
2014 Q4	$6K	Hold	67	–	–	﹤0.01%	437
2014 Q3	$6K	Hold	67	–	–	﹤0.01%	428
2014 Q2	$6K	Hold	67	–	–	﹤0.01%	430
2014 Q1	$6K	Hold	67	–	–	﹤0.01%	444
2013 Q4	$5K	Buy	+67	New	+$5.2K	﹤0.01%	442

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Tradewinds Capital Management's IYM Position: Q2 2022 in Review

Tradewinds Capital Management sold out of iShares US Basic Materials ETF (IYM) in Q2 2022, closing a stake of 67 shares — an estimated $10K sold.

Tradewinds Capital Management first reported a position in IYM in Q4 2013 and held it in 34 quarters. The position peaked at $10K in Q1 2022. 217 funds tracked by Wall St. Rank hold IYM as of Q2 2022.

Tradewinds Capital Management reported no remaining iShares US Basic Materials ETF position as of Q2 2022 after selling out during the quarter.
Tradewinds Capital Management sold 67 iShares US Basic Materials ETF shares in Q2 2022, an estimated $10K.
Tradewinds Capital Management first reported a position in iShares US Basic Materials ETF in Q4 2013 and held it in 34 quarters.
Tradewinds Capital Management's iShares US Basic Materials ETF position peaked at $10K in Q1 2022.
217 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2022.

Based on Tradewinds Capital Management's 13F filing for Q2 2022, filed 21 Jul 2022.