TFS
IYM icon

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

TrustCore Financial Services’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 		$12.5K Hold
100
– – ﹤0.01% 681
2022
Q3 		$11K Hold
100
– – ﹤0.01% 729
2022
Q2 		$12K Hold
100
– – ﹤0.01% 723
2022
Q1 		$15K Hold
100
– – ﹤0.01% 694
2021
Q4 		$14K Hold
100
– – ﹤0.01% 647
2021
Q3 		$12K Sell
100
-100
-50% -$13K ﹤0.01% 725
2021
Q2 		$26K Buy
+200
New +$26.7K ﹤0.01% 580

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

TrustCore Financial Services's IYM Position: Q4 2022 in Review

TrustCore Financial Services held its iShares US Basic Materials ETF (IYM) position steady in Q4 2022 at 100 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

TrustCore Financial Services first reported a position in IYM in Q2 2021 and has held it in 7 quarters since. The position peaked at $26K in Q2 2021. 211 funds tracked by Wall St. Rank hold IYM as of Q4 2022.

  • TrustCore Financial Services held 100 shares of iShares US Basic Materials ETF worth $12.5K as of Q4 2022.
  • TrustCore Financial Services left its iShares US Basic Materials ETF share count unchanged in Q4 2022.
  • iShares US Basic Materials ETF made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #681 holding.
  • TrustCore Financial Services first reported a position in iShares US Basic Materials ETF in Q2 2021 and has held it in 7 quarters since.
  • TrustCore Financial Services's iShares US Basic Materials ETF position peaked at $26K in Q2 2021.
  • 211 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2022.

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