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V
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
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1-Year Est. Return
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1-Year Est. Return
CB
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$20.7B AUM
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1-Year Est. Return
Royal Bank of Canada
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$528B AUM
27.57%
1-Year Est. Return
LPL Financial
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$376B 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
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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