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WESPAC Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

WESPAC Advisors’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
Q3 		– Sell
-5,865
Closed -$765K – 172
2021
Q2 		$765K Sell
5,865
-7,233
-55% -$967K 1.46% 18
2021
Q1 		$1.65M Sell
13,098
-25
-0.2% -$2.99K 1.23% 19
2020
Q4 		$1.49M Buy
+13,123
New +$1.4M 1.15% 30

Other funds holding IYM

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

WESPAC Advisors's IYM Position: Q3 2021 in Review

WESPAC Advisors sold out of iShares US Basic Materials ETF (IYM) in Q3 2021, closing a stake of 5,865 shares — an estimated $765K sold.

WESPAC Advisors first reported a position in IYM in Q4 2020 and held it in 3 quarters. The position peaked at $1.65M in Q1 2021. 182 funds tracked by Wall St. Rank hold IYM as of Q3 2021.

  • WESPAC Advisors reported no remaining iShares US Basic Materials ETF position as of Q3 2021 after selling out during the quarter.
  • WESPAC Advisors sold 5,865 iShares US Basic Materials ETF shares in Q3 2021, an estimated $765K.
  • WESPAC Advisors first reported a position in iShares US Basic Materials ETF in Q4 2020 and held it in 3 quarters.
  • WESPAC Advisors's iShares US Basic Materials ETF position peaked at $1.65M in Q1 2021.
  • 182 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2021.

Based on WESPAC Advisors's 13F filing for Q3 2021, filed 14 Oct 2021.