1776 Wealth’s iShares US Basic Materials ETF IYM Stock Holding History

1776 Wealth’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
2020 Q3	–	Sell	-675	Closed	-$59K	–	212
2020 Q2	$59K	Sell	675 -1,770	-72%	-$146K	0.04%	186
2020 Q1	$207K	Buy	2,445 +1,330	+119%	+$115K	0.09%	137
2019 Q4	$108K	Buy	+1,115	New	+$105K	0.09%	133

Other funds holding IYM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

1776 Wealth's IYM Position: Q3 2020 in Review

1776 Wealth sold out of iShares US Basic Materials ETF (IYM) in Q3 2020, closing a stake of 675 shares — an estimated $59K sold.

1776 Wealth first reported a position in IYM in Q4 2019 and held it in 3 quarters. The position peaked at $207K in Q1 2020. 127 funds tracked by Wall St. Rank hold IYM as of Q3 2020.

1776 Wealth reported no remaining iShares US Basic Materials ETF position as of Q3 2020 after selling out during the quarter.
1776 Wealth sold 675 iShares US Basic Materials ETF shares in Q3 2020, an estimated $59K.
1776 Wealth first reported a position in iShares US Basic Materials ETF in Q4 2019 and held it in 3 quarters.
1776 Wealth's iShares US Basic Materials ETF position peaked at $207K in Q1 2020.
127 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.