Truist Financial’s iShares US Basic Materials ETF IYM Stock Holding History

Truist Financial’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	-2,064	Closed	-$223K	–	2637
2022 Q3	$223K	Sell	2,064 -6,311	-75%	-$756K	﹤0.01%	2245
2022 Q2	$986K	Buy	8,375 +5,848	+231%	+$808K	﹤0.01%	1554
2022 Q1	$377K	Sell	2,527 -493	-16%	-$68.1K	﹤0.01%	2166
2021 Q4	$423K	Buy	3,020 +174	+6%	+$23.4K	﹤0.01%	2115
2021 Q3	$355K	Sell	2,846 -12,067	-81%	-$1.57M	﹤0.01%	2229
2021 Q2	$1.94M	Buy	14,913 +84	+0.6%	+$11.2K	﹤0.01%	1300
2021 Q1	$1.86M	Buy	14,829 +2,418	+19%	+$289K	﹤0.01%	1277
2020 Q4	$1.41M	Buy	12,411 +897	+8%	+$95.5K	﹤0.01%	1326
2020 Q3	$1.14M	Buy	+11,514	New	+$1.13M	﹤0.01%	1315

Other funds holding IYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SFI

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial's IYM Position: Q4 2022 in Review

Truist Financial sold out of iShares US Basic Materials ETF (IYM) in Q4 2022, closing a stake of 2,064 shares — an estimated $223K sold.

Truist Financial first reported a position in IYM in Q3 2020 and held it in 9 quarters. The position peaked at $1.94M in Q2 2021. 211 funds tracked by Wall St. Rank hold IYM as of Q4 2022.

Truist Financial reported no remaining iShares US Basic Materials ETF position as of Q4 2022 after selling out during the quarter.
Truist Financial sold 2,064 iShares US Basic Materials ETF shares in Q4 2022, an estimated $223K.
Truist Financial first reported a position in iShares US Basic Materials ETF in Q3 2020 and held it in 9 quarters.
Truist Financial's iShares US Basic Materials ETF position peaked at $1.94M in Q2 2021.
211 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2022.

Based on Truist Financial's 13F filing for Q4 2022, filed 17 Feb 2023.