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

WealthSource 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
-2,145
Closed -$269K – 483
2021
Q1 		$269K Buy
+2,145
New +$256K 0.03% 354
2016
Q4 		– Sell
-3,046
Closed -$241K – 266
2016
Q3 		$241K Buy
+3,046
New +$241K 0.09% 211

Other funds holding IYM

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthSource Partners's IYM Position: Q2 2021 in Review

WealthSource Partners sold out of iShares US Basic Materials ETF (IYM) in Q2 2021, closing a stake of 2,145 shares — an estimated $269K sold.

WealthSource Partners first reported a position in IYM in Q3 2016 and held it in 2 quarters. The position peaked at $269K in Q1 2021. 178 funds tracked by Wall St. Rank hold IYM as of Q2 2021.

  • WealthSource Partners reported no remaining iShares US Basic Materials ETF position as of Q2 2021 after selling out during the quarter.
  • WealthSource Partners sold 2,145 iShares US Basic Materials ETF shares in Q2 2021, an estimated $269K.
  • WealthSource Partners first reported a position in iShares US Basic Materials ETF in Q3 2016 and held it in 2 quarters.
  • WealthSource Partners's iShares US Basic Materials ETF position peaked at $269K in Q1 2021.
  • 178 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2021.

Based on WealthSource Partners's 13F filing for Q2 2021, filed 18 Nov 2021.