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Woodard & Company Asset Management Group’s iShares US Basic Materials ETF IYM Stock Holding History

Woodard & Company Asset Management Group’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
2022
Q3 		– Sell
-100
Closed -$12K – 101
2022
Q2 		$12K Buy
+100
New +$13.8K ﹤0.01% 101

Other funds holding IYM

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Woodard & Company Asset Management Group's IYM Position: Q3 2022 in Review

Woodard & Company Asset Management Group sold out of iShares US Basic Materials ETF (IYM) in Q3 2022, closing a stake of 100 shares — an estimated $12K sold.

Woodard & Company Asset Management Group first reported a position in IYM in Q2 2022 and held it in 1 quarter. The position peaked at $12K in Q2 2022. 195 funds tracked by Wall St. Rank hold IYM as of Q3 2022.

  • Woodard & Company Asset Management Group reported no remaining iShares US Basic Materials ETF position as of Q3 2022 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 100 iShares US Basic Materials ETF shares in Q3 2022, an estimated $12K.
  • Woodard & Company Asset Management Group first reported a position in iShares US Basic Materials ETF in Q2 2022 and held it in 1 quarter.
  • Woodard & Company Asset Management Group's iShares US Basic Materials ETF position peaked at $12K in Q2 2022.
  • 195 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2022.

Based on Woodard & Company Asset Management Group's 13F filing for Q3 2022, filed 7 Nov 2022.