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

Ascension Capital 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
2021
Q4 		– Sell
-35,004
Closed -$4.36M – 37
2021
Q3 		$4.36M Buy
+35,004
New +$4.56M 2.85% 14
2021
Q1 		– Sell
-57,357
Closed -$6.5M – 33
2020
Q4 		$6.5M Buy
+57,357
New +$6.11M 4.54% 11

Other funds holding IYM

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ascension Capital Advisors's IYM Position: Q4 2021 in Review

Ascension Capital Advisors sold out of iShares US Basic Materials ETF (IYM) in Q4 2021, closing a stake of 35,004 shares — an estimated $4.36M sold.

Ascension Capital Advisors first reported a position in IYM in Q4 2020 and held it in 2 quarters. The position peaked at $6.5M in Q4 2020. 178 funds tracked by Wall St. Rank hold IYM as of Q4 2021.

  • Ascension Capital Advisors reported no remaining iShares US Basic Materials ETF position as of Q4 2021 after selling out during the quarter.
  • Ascension Capital Advisors sold 35,004 iShares US Basic Materials ETF shares in Q4 2021, an estimated $4.36M.
  • Ascension Capital Advisors first reported a position in iShares US Basic Materials ETF in Q4 2020 and held it in 2 quarters.
  • Ascension Capital Advisors's iShares US Basic Materials ETF position peaked at $6.5M in Q4 2020.
  • 178 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2021.

Based on Ascension Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.