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Wealthcare Advisory Partners’s iShares US Basic Materials ETF IYM Stock Holding History

Wealthcare Advisory Partners’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
2021
Q2 		– Sell
-200
Closed -$25K – 1217
2021
Q1 		$25K Buy
+200
New +$23.9K ﹤0.01% 1122

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BCM
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Morgan Stanley
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CB
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthcare Advisory Partners's IYM Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of iShares US Basic Materials ETF (IYM) in Q2 2021, closing a stake of 200 shares — an estimated $25K sold.

Wealthcare Advisory Partners first reported a position in IYM in Q1 2021 and held it in 1 quarter. The position peaked at $25K in Q1 2021. 178 funds tracked by Wall St. Rank hold IYM as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining iShares US Basic Materials ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 200 iShares US Basic Materials ETF shares in Q2 2021, an estimated $25K.
  • Wealthcare Advisory Partners first reported a position in iShares US Basic Materials ETF in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's iShares US Basic Materials ETF position peaked at $25K in Q1 2021.
  • 178 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.