Veritable’s iShares US Basic Materials ETF IYM Stock Holding History

Veritable’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	-3,015	Closed	-$401K	–	424
2023 Q2	$401K	Hold	3,015	–	–	0.01%	607
2023 Q1	$400K	Hold	3,015	–	–	0.01%	606
2022 Q4	$376K	Hold	3,015	–	–	0.01%	603
2022 Q3	$326K	Hold	3,015	–	–	0.01%	606
2022 Q2	$355K	Hold	3,015	–	–	0.01%	622
2022 Q1	$451K	Hold	3,015	–	–	0.01%	588
2021 Q4	$423K	Hold	3,015	–	–	0.01%	610
2021 Q3	$376K	Hold	3,015	–	–	0.01%	623
2021 Q2	$393K	Hold	3,015	–	–	0.01%	607
2021 Q1	$379K	Hold	3,015	–	–	0.01%	579
2020 Q4	$342K	Hold	3,015	–	–	0.01%	593
2020 Q3	$298K	Hold	3,015	–	–	0.01%	585
2020 Q2	$269K	Hold	3,015	–	–	0.01%	621
2020 Q1	$209K	Buy	+3,015	New	+$260K	0.01%	664

Other funds holding IYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Veritable's IYM Position: Q3 2023 in Review

Veritable sold out of iShares US Basic Materials ETF (IYM) in Q3 2023, closing a stake of 3,015 shares — an estimated $401K sold.

Veritable first reported a position in IYM in Q1 2020 and held it in 14 quarters. The position peaked at $451K in Q1 2022. 192 funds tracked by Wall St. Rank hold IYM as of Q3 2023.

Veritable reported no remaining iShares US Basic Materials ETF position as of Q3 2023 after selling out during the quarter.
Veritable sold 3,015 iShares US Basic Materials ETF shares in Q3 2023, an estimated $401K.
Veritable first reported a position in iShares US Basic Materials ETF in Q1 2020 and held it in 14 quarters.
Veritable's iShares US Basic Materials ETF position peaked at $451K in Q1 2022.
192 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.