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Wilbanks Smith & Thomas Asset Management’s iShares US Basic Materials ETF IYM Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2018
Q4 		– Sell
-500
Closed -$49K – 842
2018
Q3 		$49K Buy
+500
New +$50.3K ﹤0.01% 685

Other funds holding IYM

CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's IYM Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of iShares US Basic Materials ETF (IYM) in Q4 2018, closing a stake of 500 shares — an estimated $49K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in IYM in Q3 2018 and held it in 1 quarter. The position peaked at $49K in Q3 2018. 127 funds tracked by Wall St. Rank hold IYM as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining iShares US Basic Materials ETF position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 500 iShares US Basic Materials ETF shares in Q4 2018, an estimated $49K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in iShares US Basic Materials ETF in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's iShares US Basic Materials ETF position peaked at $49K in Q3 2018.
  • 127 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.