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Well Done LLC’s iShares US Basic Materials ETF IYM Stock Holding History

Well Done LLC’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
2022
Q4 		– Sell
-25,154
Closed -$2.72M – 185
2022
Q3 		$2.72M Buy
25,154
+3,849
+18% +$461K 0.67% 36
2022
Q2 		$2.51M Buy
+21,305
New +$2.95M 0.55% 39

Other funds holding IYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Well Done LLC's IYM Position: Q4 2022 in Review

Well Done LLC sold out of iShares US Basic Materials ETF (IYM) in Q4 2022, closing a stake of 25,154 shares — an estimated $2.72M sold.

Well Done LLC first reported a position in IYM in Q2 2022 and held it in 2 quarters. The position peaked at $2.72M in Q3 2022. 211 funds tracked by Wall St. Rank hold IYM as of Q4 2022.

  • Well Done LLC reported no remaining iShares US Basic Materials ETF position as of Q4 2022 after selling out during the quarter.
  • Well Done LLC sold 25,154 iShares US Basic Materials ETF shares in Q4 2022, an estimated $2.72M.
  • Well Done LLC first reported a position in iShares US Basic Materials ETF in Q2 2022 and held it in 2 quarters.
  • Well Done LLC's iShares US Basic Materials ETF position peaked at $2.72M in Q3 2022.
  • 211 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2022.

Based on Well Done LLC's 13F filing for Q4 2022, filed 18 Jan 2023.