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

Wetzel Investment 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
2024
Q3 		– Sell
-329
Closed -$48.6K – 514
2024
Q2 		$48.6K Hold
329
– – 0.03% 242
2024
Q1 		$46.7K Buy
329
+21
+7% +$2.88K 0.03% 259
2023
Q4 		$43K Buy
+308
New +$39.5K 0.03% 260

Other funds holding IYM

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wetzel Investment Advisors's IYM Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of iShares US Basic Materials ETF (IYM) in Q3 2024, closing a stake of 329 shares — an estimated $48.6K sold.

Wetzel Investment Advisors first reported a position in IYM in Q4 2023 and held it in 3 quarters. The position peaked at $48.6K in Q2 2024. 187 funds tracked by Wall St. Rank hold IYM as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining iShares US Basic Materials ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 329 iShares US Basic Materials ETF shares in Q3 2024, an estimated $48.6K.
  • Wetzel Investment Advisors first reported a position in iShares US Basic Materials ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's iShares US Basic Materials ETF position peaked at $48.6K in Q2 2024.
  • 187 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.