United Asset Strategies’s iShares US Basic Materials ETF IYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,790
| Closed | -$225K | – | 219 |
|
|
2021
Q1 | $225K | Sell |
1,790
-1,130
| -39% | -$135K | 0.03% | 192 |
|
|
2020
Q4 | $331K | Sell |
2,920
-130
| -4% | -$13.8K | 0.05% | 169 |
|
|
2020
Q3 | $301K | Sell |
3,050
-640
| -17% | -$62.8K | 0.06% | 164 |
|
|
2020
Q2 | $329K | Sell |
3,690
-1,818
| -33% | -$150K | 0.06% | 148 |
|
|
2020
Q1 | $382K | Sell |
5,508
-1,295
| -19% | -$112K | 0.09% | 136 |
|
|
2019
Q4 | $666K | Sell |
6,803
-1,365
| -17% | -$128K | 0.13% | 132 |
|
|
2019
Q3 | $754K | Sell |
8,168
-645
| -7% | -$59.4K | 0.17% | 114 |
|
|
2019
Q2 | $837K | Sell |
8,813
-835
| -9% | -$76.7K | 0.19% | 103 |
|
|
2019
Q1 | $882K | Sell |
9,648
-1,026
| -10% | -$92.1K | 0.21% | 105 |
|
|
2018
Q4 | $896K | Sell |
10,674
-370
| -3% | -$33.1K | 0.24% | 93 |
|
|
2018
Q3 | $1.09M | Buy |
11,044
+10
| +0.1% | +$1K | 0.26% | 93 |
|
|
2018
Q2 | $1.09M | Buy |
11,034
+115
| +1% | +$11.5K | 0.29% | 85 |
|
|
2018
Q1 | $1.05M | Sell |
10,919
-250
| -2% | -$25.6K | 0.31% | 85 |
|
|
2017
Q4 | $1.14M | Sell |
11,169
-305
| -3% | -$30.3K | 0.31% | 79 |
|
|
2017
Q3 | $1.1M | Sell |
11,474
-39
| -0.3% | -$3.6K | 0.62% | 43 |
|
|
2017
Q2 | $1.03M | Sell |
11,513
-120
| -1% | -$10.7K | 0.31% | 80 |
|
|
2017
Q1 | $1.04M | Sell |
11,633
-240
| -2% | -$21K | 0.32% | 76 |
|
|
2016
Q4 | $987K | Buy |
11,873
+2,030
| +21% | +$164K | 0.32% | 73 |
|
|
2016
Q3 | $777K | Sell |
9,843
-205
| -2% | -$16.2K | 0.27% | 76 |
|
|
2016
Q2 | $763K | Sell |
10,048
-574
| -5% | -$43.8K | 0.29% | 75 |
|
|
2016
Q1 | $778K | Sell |
10,622
-2,075
| -16% | -$139K | 0.35% | 68 |
|
|
2015
Q4 | $896K | Sell |
12,697
-185
| -1% | -$13.3K | 0.39% | 63 |
|
|
2015
Q3 | $834K | Sell |
12,882
-940
| -7% | -$68.2K | 0.38% | 63 |
|
|
2015
Q2 | $1.11M | Sell |
13,822
-225
| -2% | -$18.9K | 0.5% | 60 |
|
|
2015
Q1 | $1.19M | Sell |
14,047
-2,065
| -13% | -$171K | 0.55% | 54 |
|
|
2014
Q4 | $1.33M | Sell |
16,112
-1,639
| -9% | -$136K | 0.57% | 57 |
|
|
2014
Q3 | $1.53M | Sell |
17,751
-2,411
| -12% | -$211K | 0.69% | 56 |
|
|
2014
Q2 | $1.76M | Sell |
20,162
-2,124
| -10% | -$181K | 0.85% | 45 |
|
|
2014
Q1 | $1.86M | Sell |
22,286
-1,037
| -4% | -$83.9K | 1.05% | 36 |
|
|
2013
Q4 | $1.9M | Sell |
23,323
-578
| -2% | -$44.8K | 1.3% | 24 |
|
|
2013
Q3 | $1.77M | Buy |
23,901
+908
| +4% | +$65.2K | 1.12% | 29 |
|
|
2013
Q2 | $1.54M | Buy |
+22,993
| New | +$1.61M | 1.02% | 37 |
|
Other funds holding IYM
BCM
CB
United Asset Strategies's IYM Position: Q2 2021 in Review
United Asset Strategies sold out of iShares US Basic Materials ETF (IYM) in Q2 2021, closing a stake of 1,790 shares — an estimated $225K sold.
United Asset Strategies first reported a position in IYM in Q2 2013 and held it in 32 quarters. The position peaked at $1.9M in Q4 2013. 178 funds tracked by Wall St. Rank hold IYM as of Q2 2021.
- United Asset Strategies reported no remaining iShares US Basic Materials ETF position as of Q2 2021 after selling out during the quarter.
- United Asset Strategies sold 1,790 iShares US Basic Materials ETF shares in Q2 2021, an estimated $225K.
- United Asset Strategies first reported a position in iShares US Basic Materials ETF in Q2 2013 and held it in 32 quarters.
- United Asset Strategies's iShares US Basic Materials ETF position peaked at $1.9M in Q4 2013.
- 178 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2021.
Based on United Asset Strategies's 13F filing for Q2 2021, filed 19 Jul 2021.