Unionview LLC’s iShares US Basic Materials ETF IYM Stock Holding History

Unionview LLC’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 Q4	$549K	Buy	4,224 +19	+0.5%	+$2.75K	0.4%	40
2024 Q3	$631K	Buy	4,205 +17	+0.4%	+$2.43K	0.49%	37
2024 Q2	$586K	Buy	4,188 +15	+0.4%	+$2.16K	0.48%	38
2024 Q1	$617K	Buy	4,173 +13	+0.3%	+$1.78K	0.51%	39
2023 Q4	$575K	Buy	4,160 +45	+1%	+$5.78K	0.52%	38
2023 Q3	$520K	Hold	4,115	–	–	0.49%	41
2023 Q2	$547K	Buy	4,115 +17	+0.4%	+$2.19K	0.5%	39
2023 Q1	$543K	Buy	4,098 +15	+0.4%	+$1.99K	0.51%	37
2022 Q4	$509K	Buy	4,083 +23	+0.6%	+$2.83K	0.51%	39
2022 Q3	$439K	Buy	4,060 +24	+0.6%	+$2.88K	0.5%	39
2022 Q2	$475K	Hold	4,036	–	–	0.53%	37
2022 Q1	$604K	Hold	4,036	–	–	0.56%	34
2021 Q4	$566K	Buy	+4,036	New	+$544K	0.53%	38

Other funds holding IYM

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Unionview LLC's IYM Position: Q4 2024 in Review

Unionview LLC increased its iShares US Basic Materials ETF (IYM) stake by 0.45% in Q4 2024, buying an estimated $2.75K and bringing the position to 4,224 shares worth $549K. The position accounts for 0.4% of the portfolio, ranked #40.

Unionview LLC first reported a position in IYM in Q4 2021 and has held it in 13 quarters since. The position peaked at $631K in Q3 2024. 178 funds tracked by Wall St. Rank hold IYM as of Q4 2024.

Unionview LLC held 4,224 shares of iShares US Basic Materials ETF worth $549K as of Q4 2024.
Unionview LLC bought 19 iShares US Basic Materials ETF shares in Q4 2024, an estimated $2.75K.
iShares US Basic Materials ETF made up 0.4% of Unionview LLC's portfolio in Q4 2024, its #40 holding.
Unionview LLC first reported a position in iShares US Basic Materials ETF in Q4 2021 and has held it in 13 quarters since.
Unionview LLC's iShares US Basic Materials ETF position peaked at $631K in Q3 2024.
178 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2024.

Based on Unionview LLC's 13F filing for Q4 2024, filed 3 Feb 2025.