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

USA Financial Formulas’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 Q4	–	Sell	-7	Closed	-$884	–	446
2023 Q3	$884	Hold	7	–	–	﹤0.01%	409
2023 Q2	$931	Hold	7	–	–	﹤0.01%	381
2023 Q1	$928	Buy	+7	New	+$931	﹤0.01%	302
2022 Q3	$1K	Buy	10 +1	+11%	+$120	﹤0.01%	244
2022 Q2	$1K	Buy	+9	New	+$1.24K	﹤0.01%	270
2021 Q4	–	Sell	-38	Closed	-$5K	–	437
2021 Q3	$5K	Buy	+38	New	+$4.95K	﹤0.01%	271
2021 Q1	–	Sell	-58	Closed	-$7K	–	385
2020 Q4	$7K	Buy	58 +28	+93%	+$2.98K	0.01%	192
2020 Q3	$3K	Buy	+30	New	+$2.94K	﹤0.01%	198

Other funds holding IYM

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

Bank of America

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

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

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

Royal Bank of Canada

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

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

Northwestern Mutual Wealth Management

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return