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

Brookstone 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
2024 Q1	–	Sell	-19,089	Closed	-$2.64M	–	936
2023 Q4	$2.64M	Buy	19,089 +1,525	+9%	+$196K	0.05%	288
2023 Q3	$2.16M	Buy	+17,564	New	+$2.32M	0.05%	293
2022 Q3	–	Sell	-50,405	Closed	-$5.85M	–	802
2022 Q2	$5.85M	Sell	50,405 -9,230	-15%	-$1.28M	0.13%	157
2022 Q1	$8.84M	Buy	59,635 +56,541	+1,827%	+$7.81M	0.17%	118
2021 Q4	$432K	Sell	3,094 -139	-4%	-$18.7K	0.01%	552
2021 Q3	$420K	Sell	3,233 -254,564	-99%	-$33.2M	0.01%	536
2021 Q2	$33.6M	Buy	+257,797	New	+$34.5M	0.6%	47
2021 Q1	–	Sell	-365,884	Closed	-$41.5M	–	523
2020 Q4	$41.5M	Buy	365,884 +325,444	+805%	+$34.7M	1.65%	13
2020 Q3	$3.99M	Buy	+40,440	New	+$3.97M	0.18%	88

Other funds holding IYM

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Brookstone Capital Management's IYM Position: Q1 2024 in Review

Brookstone Capital Management sold out of iShares US Basic Materials ETF (IYM) in Q1 2024, closing a stake of 19,089 shares — an estimated $2.64M sold.

Brookstone Capital Management first reported a position in IYM in Q3 2020 and held it in 9 quarters. The position peaked at $41.5M in Q4 2020. 198 funds tracked by Wall St. Rank hold IYM as of Q1 2024.

Brookstone Capital Management reported no remaining iShares US Basic Materials ETF position as of Q1 2024 after selling out during the quarter.
Brookstone Capital Management sold 19,089 iShares US Basic Materials ETF shares in Q1 2024, an estimated $2.64M.
Brookstone Capital Management first reported a position in iShares US Basic Materials ETF in Q3 2020 and held it in 9 quarters.
Brookstone Capital Management's iShares US Basic Materials ETF position peaked at $41.5M in Q4 2020.
198 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2024.

Based on Brookstone Capital Management's 13F filing for Q1 2024, filed 15 Apr 2024.