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

WP 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
2019 Q2	–	Sell	-632	Closed	-$57.8K	–	118
2019 Q1	$57.8K	Buy	+632	New	+$56.7K	0.06%	110
2018 Q4	–	Sell	-625	Closed	-$61K	–	154
2018 Q3	$61K	Buy	625 +3	+0.5%	+$302	0.06%	111
2018 Q2	$62K	Buy	+622	New	+$62.2K	0.06%	114

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

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

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

UCFA

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

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

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

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

OWD

Osborn Williams & Donohoe Cincinnati, Ohio $762M AUM 2.74% 1-Year Est. Return

FEM

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

WP Advisors's IYM Position: Q2 2019 in Review

WP Advisors sold out of iShares US Basic Materials ETF (IYM) in Q2 2019, closing a stake of 632 shares — an estimated $57.8K sold.

WP Advisors first reported a position in IYM in Q2 2018 and held it in 3 quarters. The position peaked at $62K in Q2 2018. 123 funds tracked by Wall St. Rank hold IYM as of Q2 2019.

WP Advisors reported no remaining iShares US Basic Materials ETF position as of Q2 2019 after selling out during the quarter.
WP Advisors sold 632 iShares US Basic Materials ETF shares in Q2 2019, an estimated $57.8K.
WP Advisors first reported a position in iShares US Basic Materials ETF in Q2 2018 and held it in 3 quarters.
WP Advisors's iShares US Basic Materials ETF position peaked at $62K in Q2 2018.
123 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2019.

Based on WP Advisors's 13F filing for Q2 2019, filed 23 Jul 2019.