AlphaStar Capital Management’s iShares US Basic Materials ETF IYM Stock Holding History

AlphaStar Capital Management’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
2021 Q3	–	Sell	-15,247	Closed	-$1.95M	–	406
2021 Q2	$1.95M	Buy	+15,247	New	+$2.04M	0.25%	81
2018 Q2	–	Sell	-10,915	Closed	-$1.05M	–	236
2018 Q1	$1.05M	Buy	10,915 +4,585	+72%	+$470K	0.4%	70
2017 Q4	$647K	Buy	6,330 +3,503	+124%	+$348K	0.17%	88
2017 Q3	$271K	Buy	2,827 +2,544	+899%	+$235K	0.27%	75
2017 Q2	$25K	Buy	+283	New	+$25.1K	3.04%	8

Other funds holding IYM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

PFG

Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AlphaStar Capital Management's IYM Position: Q3 2021 in Review

AlphaStar Capital Management sold out of iShares US Basic Materials ETF (IYM) in Q3 2021, closing a stake of 15,247 shares — an estimated $1.95M sold.

AlphaStar Capital Management first reported a position in IYM in Q2 2017 and held it in 5 quarters. The position peaked at $1.95M in Q2 2021. 182 funds tracked by Wall St. Rank hold IYM as of Q3 2021.

AlphaStar Capital Management reported no remaining iShares US Basic Materials ETF position as of Q3 2021 after selling out during the quarter.
AlphaStar Capital Management sold 15,247 iShares US Basic Materials ETF shares in Q3 2021, an estimated $1.95M.
AlphaStar Capital Management first reported a position in iShares US Basic Materials ETF in Q2 2017 and held it in 5 quarters.
AlphaStar Capital Management's iShares US Basic Materials ETF position peaked at $1.95M in Q2 2021.
182 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2021.

Based on AlphaStar Capital Management's 13F filing for Q3 2021, filed 2 Nov 2021.