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

TRUADVICE’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
Q3 		$350K Sell
2,822
-446
-14% -$59K 0.14% 157
2023
Q2 		$434K Sell
3,268
-5,381
-62% -$693K 0.16% 147
2023
Q1 		$1.13M Buy
+8,649
New +$1.15M 0.45% 64

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TRUADVICE's IYM Position: Q3 2023 in Review

TRUADVICE reduced its iShares US Basic Materials ETF (IYM) stake by 14% in Q3 2023, selling an estimated $59K and leaving 2,822 shares worth $350K. The position accounts for 0.14% of the portfolio, ranked #157.

TRUADVICE first reported a position in IYM in Q1 2023 and has held it in 3 quarters since. The position peaked at $1.13M in Q1 2023. 192 funds tracked by Wall St. Rank hold IYM as of Q3 2023.

  • TRUADVICE held 2,822 shares of iShares US Basic Materials ETF worth $350K as of Q3 2023.
  • TRUADVICE sold 446 iShares US Basic Materials ETF shares in Q3 2023, an estimated $59K.
  • iShares US Basic Materials ETF made up 0.14% of TRUADVICE's portfolio in Q3 2023, its #157 holding.
  • TRUADVICE first reported a position in iShares US Basic Materials ETF in Q1 2023 and has held it in 3 quarters since.
  • TRUADVICE's iShares US Basic Materials ETF position peaked at $1.13M in Q1 2023.
  • 192 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.