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WA
WFG Advisors’s
iShares US Basic Materials ETF
IYM
Stock Holding History
WFG Advisors’s Portfolio
IYM Stock Details
IYM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2017
Q2
$9K
Hold
100
–
–
﹤0.01%
1177
2017
Q1
$9K
Sell
100
-55
-35%
-$4.82K
﹤0.01%
1109
2016
Q4
$13K
Hold
155
–
–
﹤0.01%
1045
2016
Q3
$12K
Buy
155
+55
+55%
+$4.36K
﹤0.01%
1074
2016
Q2
$8K
Hold
100
–
–
﹤0.01%
1145
2016
Q1
$7K
Hold
100
–
–
﹤0.01%
1128
2015
Q4
$7K
Hold
100
–
–
﹤0.01%
1159
2015
Q3
$6K
Sell
100
-32
-24%
-$2.32K
﹤0.01%
1219
2015
Q2
$11K
Hold
132
–
–
﹤0.01%
1162
2015
Q1
$11K
Sell
132
-71
-35%
-$5.89K
﹤0.01%
1173
2014
Q4
$17K
Sell
203
-472
-70%
-$39.2K
﹤0.01%
1281
2014
Q3
$58K
Hold
675
–
–
0.01%
874
2014
Q2
$59K
Hold
675
–
–
0.01%
844
2014
Q1
$56K
Sell
675
-1,134
-63%
-$91.8K
0.01%
865
2013
Q4
$147K
Sell
1,809
-1,047
-37%
-$81.2K
0.02%
610
2013
Q3
$211K
Buy
2,856
+1,205
+73%
+$86.5K
0.03%
465
2013
Q2
$111K
Buy
+1,651
New
+$115K
0.02%
628
Other funds holding IYM
CB
Commerce Bank
Kansas City, Missouri
$20.7B AUM
23.76%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UCFA
United Capital Financial Advisors
Irving, Texas
$16.3B AUM
16.34%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
PFG
Piershale Financial Group
Barrington, Illinois
$157M AUM
7.08%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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