BCMLT
IYM icon

Beacon Capital Management LLC (Tennessee)’s iShares US Basic Materials ETF IYM Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025
Q1 		– Sell
-141
Closed -$18.3K – 1166
2024
Q4 		$18.3K Buy
141
+1
+0.7% +$144 ﹤0.01% 485
2024
Q3 		$21K Hold
140
– – ﹤0.01% 483
2024
Q2 		$19.6K Buy
+140
New +$20.1K ﹤0.01% 449

Other funds holding IYM

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s IYM Position: Q1 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of iShares US Basic Materials ETF (IYM) in Q1 2025, closing a stake of 141 shares — an estimated $18.3K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in IYM in Q2 2024 and held it in 3 quarters. The position peaked at $21K in Q3 2024. 182 funds tracked by Wall St. Rank hold IYM as of Q1 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining iShares US Basic Materials ETF position as of Q1 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 141 iShares US Basic Materials ETF shares in Q1 2025, an estimated $18.3K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in iShares US Basic Materials ETF in Q2 2024 and held it in 3 quarters.
  • Beacon Capital Management LLC (Tennessee)'s iShares US Basic Materials ETF position peaked at $21K in Q3 2024.
  • 182 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2025, filed 21 Apr 2025.