Vahanian & Associates Financial Planning’s iShares US Basic Materials ETF IYM Stock Holding History

Vahanian & Associates Financial Planning’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 Q3	–	Sell	-2,616	Closed	-$348K	–	63
2023 Q2	$348K	Sell	2,616 -40	-2%	-$5.15K	1.1%	32
2023 Q1	$352K	Sell	2,656 -80	-3%	-$10.6K	0.98%	38
2022 Q4	$341K	Sell	2,736 -793	-22%	-$97.5K	1.12%	36
2022 Q3	$382K	Buy	+3,529	New	+$423K	1.32%	29
2022 Q1	–	Sell	-4,656	Closed	-$653K	–	109
2021 Q4	$653K	Buy	+4,656	New	+$627K	0.53%	49

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

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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Vahanian & Associates Financial Planning's IYM Position: Q3 2023 in Review

Vahanian & Associates Financial Planning sold out of iShares US Basic Materials ETF (IYM) in Q3 2023, closing a stake of 2,616 shares — an estimated $348K sold.

Vahanian & Associates Financial Planning first reported a position in IYM in Q4 2021 and held it in 5 quarters. The position peaked at $653K in Q4 2021. 192 funds tracked by Wall St. Rank hold IYM as of Q3 2023.

Vahanian & Associates Financial Planning reported no remaining iShares US Basic Materials ETF position as of Q3 2023 after selling out during the quarter.
Vahanian & Associates Financial Planning sold 2,616 iShares US Basic Materials ETF shares in Q3 2023, an estimated $348K.
Vahanian & Associates Financial Planning first reported a position in iShares US Basic Materials ETF in Q4 2021 and held it in 5 quarters.
Vahanian & Associates Financial Planning's iShares US Basic Materials ETF position peaked at $653K in Q4 2021.
192 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q3 2023, filed 19 Oct 2023.