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

WealthPLAN 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
2017
Q2 		– Sell
-20
Closed -$1.78K – 305
2017
Q1 		$1.78K Buy
+20
New +$1.75K 0.01% 411
2016
Q3 		$28.1K Buy
362
+9
+3% +$713 0.01% 418
2016
Q2 		$27 Buy
+353
New +$26.9K ﹤0.01% 2469

Other funds holding IYM

CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return

WealthPLAN Partners's IYM Position: Q2 2017 in Review

WealthPLAN Partners sold out of iShares US Basic Materials ETF (IYM) in Q2 2017, closing a stake of 20 shares — an estimated $1.78K sold.

WealthPLAN Partners first reported a position in IYM in Q2 2016 and held it in 3 quarters. The position peaked at $28.1K in Q3 2016. 128 funds tracked by Wall St. Rank hold IYM as of Q2 2017.

  • WealthPLAN Partners reported no remaining iShares US Basic Materials ETF position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 20 iShares US Basic Materials ETF shares in Q2 2017, an estimated $1.78K.
  • WealthPLAN Partners first reported a position in iShares US Basic Materials ETF in Q2 2016 and held it in 3 quarters.
  • WealthPLAN Partners's iShares US Basic Materials ETF position peaked at $28.1K in Q3 2016.
  • 128 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.