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

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

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PFG

Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return

WFG Advisors's IYM Position: Q2 2017 in Review

WFG Advisors held its iShares US Basic Materials ETF (IYM) position steady in Q2 2017 at 100 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1177.

WFG Advisors first reported a position in IYM in Q2 2013 and has held it in 17 quarters since. The position peaked at $211K in Q3 2013. 128 funds tracked by Wall St. Rank hold IYM as of Q2 2017.

WFG Advisors held 100 shares of iShares US Basic Materials ETF worth $9K as of Q2 2017.
WFG Advisors left its iShares US Basic Materials ETF share count unchanged in Q2 2017.
iShares US Basic Materials ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1177 holding.
WFG Advisors first reported a position in iShares US Basic Materials ETF in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's iShares US Basic Materials ETF position peaked at $211K in Q3 2013.
128 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.