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

Belmont Capital’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
Q1 		– Sell
-50
Closed -$6K – 63
2020
Q4 		$6K Hold
50
– – ﹤0.01% 57
2020
Q3 		$5K Hold
50
– – ﹤0.01% 46
2020
Q2 		$4K Hold
50
– – ﹤0.01% 50
2020
Q1 		$3K Hold
50
– – ﹤0.01% 50
2019
Q4 		$5K Buy
+50
New +$4.7K ﹤0.01% 45

Other funds holding IYM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Belmont Capital's IYM Position: Q1 2021 in Review

Belmont Capital sold out of iShares US Basic Materials ETF (IYM) in Q1 2021, closing a stake of 50 shares — an estimated $6K sold.

Belmont Capital first reported a position in IYM in Q4 2019 and held it in 5 quarters. The position peaked at $6K in Q4 2020. 152 funds tracked by Wall St. Rank hold IYM as of Q1 2021.

  • Belmont Capital reported no remaining iShares US Basic Materials ETF position as of Q1 2021 after selling out during the quarter.
  • Belmont Capital sold 50 iShares US Basic Materials ETF shares in Q1 2021, an estimated $6K.
  • Belmont Capital first reported a position in iShares US Basic Materials ETF in Q4 2019 and held it in 5 quarters.
  • Belmont Capital's iShares US Basic Materials ETF position peaked at $6K in Q4 2020.
  • 152 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2021.

Based on Belmont Capital's 13F filing for Q1 2021, filed 28 Apr 2021.