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

Apollon Wealth 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
2020
Q3 		– Sell
-190
Closed -$17K – 431
2020
Q2 		$17K Buy
+190
New +$15.7K 0.01% 400

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CB
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
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

Apollon Wealth Management's IYM Position: Q3 2020 in Review

Apollon Wealth Management sold out of iShares US Basic Materials ETF (IYM) in Q3 2020, closing a stake of 190 shares — an estimated $17K sold.

Apollon Wealth Management first reported a position in IYM in Q2 2020 and held it in 1 quarter. The position peaked at $17K in Q2 2020. 127 funds tracked by Wall St. Rank hold IYM as of Q3 2020.

  • Apollon Wealth Management reported no remaining iShares US Basic Materials ETF position as of Q3 2020 after selling out during the quarter.
  • Apollon Wealth Management sold 190 iShares US Basic Materials ETF shares in Q3 2020, an estimated $17K.
  • Apollon Wealth Management first reported a position in iShares US Basic Materials ETF in Q2 2020 and held it in 1 quarter.
  • Apollon Wealth Management's iShares US Basic Materials ETF position peaked at $17K in Q2 2020.
  • 127 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2020.

Based on Apollon Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.