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iShares Dow Jones US Basic Mater. shares owned by Mycio Wealth Partners

Quarter-by-quarter ownership of iShares Dow Jones US Basic Mater. (IYM) shares owned by Mycio Wealth Partners from 13F filings

Historical chart of Mycio Wealth Partners investment in iShares Dow Jones US Basic Mater.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Basic Mater. held by Mycio Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Basic Mater. by Mycio Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $24k 160 150.16
2024-06-30 $22k 160 140.01
2024-03-31 $24k 160 147.73
2023-12-31 $22k 160 138.16
2023-09-30 $20k 160 126.33
2023-06-30 $21k 160 133.05
2023-03-31 $21k 160 132.53
2022-12-31 $20k 160 124.77
2022-09-30 $17k 160 106.25
2022-06-30 $19k 160 118.75
2022-03-31 $24k 160 150.00
2021-12-31 $22k 160 137.50
2021-09-30 $20k 160 125.00
2021-06-30 $21k 160 131.25
2021-03-31 $20k 160 125.00
2020-12-31 $18k 160 112.50
2020-09-30 $16k 160 100.00
2020-06-30 $14k 160 87.50
2020-03-31 $11k 160 68.75
2019-12-31 $55k 566 97.17
2019-09-30 $52k 561 92.69
2019-06-30 $53k 561 94.47
2016-09-30 $43k 542 79.34
2016-06-30 $29k 382 75.92
2016-03-31 $28k 380 73.68
2015-12-31 $27k 377 71.62
2015-09-30 $24k 374 64.17
2015-06-30 $30k 373 80.43
2015-03-31 $30k 372 80.65
2014-12-31 $30k 369 81.30
2014-09-30 $32k 368 86.96
2014-06-30 $32k 366 87.43
2014-03-31 $30k 365 82.19
2013-12-31 $30k 365 82.19
2013-09-30 $27k 362 74.59
2013-06-30 $24k 360 66.67

More positions owned by Mycio Wealth Partners

Chubb (CB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Eafe Etf (EFA)
Proshares Tr S&p 500 Dv Arist (NOBL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Broadstone Net Lease (BNL)
Ishares Tr Rus Mid Cap Etf (IWR)
Spdr Ser Tr S&p Divid Etf (SDY)
Automatic Data Processing (ADP)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Mycio Wealth Partners

Top funds holding iShares Dow Jones US Basic Mater.

Citigroup
Manufacturers Life Insurance Company
Green Harvest Asset Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Commerce Bank N A
Royal Bank of Canada
Northwestern Mutual Wealth Management Company
LPL Financial
Bnp Paribas Arbitrage, Snc
Susquehanna International
Sachetta
Goldman Sachs Group
Bank of Nova Scotia

View all funds holding iShares Dow Jones US Basic Mater.