TW
IYM icon

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

TrinityPoint Wealth’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
2024
Q2 		– Sell
-1,467
Closed -$217K – 321
2024
Q1 		$217K Sell
1,467
-53
-3% -$7.28K 0.04% 288
2023
Q4 		$210K Sell
1,520
-76
-5% -$9.76K 0.04% 284
2023
Q3 		$202K Hold
1,596
– – 0.04% 275
2023
Q2 		$212K Sell
1,596
-422
-21% -$54.4K 0.04% 260
2023
Q1 		$267K Sell
2,018
-139
-6% -$18.5K 0.06% 226
2022
Q4 		$269K Sell
2,157
-82
-4% -$10.1K 0.06% 226
2022
Q3 		$242K Sell
2,239
-550
-20% -$65.9K 0.06% 232
2022
Q2 		$328K Sell
2,789
-613
-18% -$84.7K 0.07% 200
2022
Q1 		$509K Sell
3,402
-2,658
-44% -$367K 0.09% 178
2021
Q4 		$850K Buy
6,060
+4,123
+213% +$555K 0.15% 128
2021
Q3 		$241K Buy
+1,937
New +$253K 0.05% 270

Other funds holding IYM

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return