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

AlphaMark 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
2020
Q4 		– Sell
-1,042
Closed -$103K – 540
2020
Q3 		$103K Hold
1,042
– – 0.04% 147
2020
Q2 		$93K Sell
1,042
-100
-9% -$8.28K 0.04% 149
2020
Q1 		$79K Hold
1,142
– – 0.04% 142
2019
Q4 		$112K Sell
1,142
-33
-3% -$3.1K 0.05% 144
2019
Q3 		$108K Sell
1,175
-50
-4% -$4.6K 0.05% 145
2019
Q2 		$116K Hold
1,225
– – 0.05% 143
2019
Q1 		$112K Sell
1,225
-100
-8% -$8.98K 0.05% 139
2018
Q4 		$111K Sell
1,325
-200
-13% -$17.9K 0.05% 131
2018
Q3 		$150K Hold
1,525
– – 0.06% 143
2018
Q2 		$151K Buy
1,525
+100
+7% +$10K 0.06% 139
2018
Q1 		$137K Buy
1,425
+200
+16% +$20.5K 0.06% 142
2017
Q4 		$125K Hold
1,225
– – 0.05% 149
2017
Q3 		$117K Buy
1,225
+50
+4% +$4.62K 0.05% 139
2017
Q2 		$105K Buy
1,175
+100
+9% +$8.89K 0.04% 145
2017
Q1 		$96K Buy
1,075
+700
+187% +$61.3K 0.04% 144
2016
Q4 		$31K Hold
375
– – 0.02% 208
2016
Q3 		$30K Buy
375
+65
+21% +$5.15K 0.02% 175
2016
Q2 		$24K Buy
310
+35
+13% +$2.67K 0.01% 187
2016
Q1 		$20K Hold
275
– – 0.01% 193
2015
Q4 		$19K Hold
275
– – 0.01% 190
2015
Q3 		$18K Sell
275
-150
-35% -$10.9K 0.01% 188
2015
Q2 		$34K Buy
425
+25
+6% +$2.1K 0.02% 163
2015
Q1 		$33K Hold
400
– – 0.02% 167
2014
Q4 		$33K Hold
400
– – 0.02% 169
2014
Q3 		$34K Hold
400
– – 0.02% 162
2014
Q2 		$35K Hold
400
– – 0.02% 166
2014
Q1 		$33K Buy
400
+150
+60% +$12.1K 0.02% 161
2013
Q4 		$20K Buy
250
+100
+67% +$7.75K 0.01% 193
2013
Q3 		$11K Sell
150
-20
-12% -$1.44K 0.01% 240
2013
Q2 		$11K Buy
+170
New +$11.9K 0.01% 289

Other funds holding IYM

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AlphaMark Advisors's IYM Position: Q4 2020 in Review

AlphaMark Advisors sold out of iShares US Basic Materials ETF (IYM) in Q4 2020, closing a stake of 1,042 shares — an estimated $103K sold.

AlphaMark Advisors first reported a position in IYM in Q2 2013 and held it in 30 quarters. The position peaked at $151K in Q2 2018. 172 funds tracked by Wall St. Rank hold IYM as of Q4 2020.

  • AlphaMark Advisors reported no remaining iShares US Basic Materials ETF position as of Q4 2020 after selling out during the quarter.
  • AlphaMark Advisors sold 1,042 iShares US Basic Materials ETF shares in Q4 2020, an estimated $103K.
  • AlphaMark Advisors first reported a position in iShares US Basic Materials ETF in Q2 2013 and held it in 30 quarters.
  • AlphaMark Advisors's iShares US Basic Materials ETF position peaked at $151K in Q2 2018.
  • 172 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2020.

Based on AlphaMark Advisors's 13F filing for Q4 2020, filed 1 Feb 2021.