CAL
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Capital Analysts LLC’s iShares US Basic Materials ETF IYM Stock Holding History

Capital Analysts LLC’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
Q4 		– Sell
-141
Closed -$14K – 774
2020
Q3 		$14K Buy
+141
New +$13.8K ﹤0.01% 550
2020
Q2 		– Sell
-63
Closed -$4K – 718
2020
Q1 		$4K Hold
63
– – ﹤0.01% 601
2019
Q4 		$6K Hold
63
– – ﹤0.01% 600
2019
Q3 		$5K Hold
63
– – ﹤0.01% 607
2019
Q2 		$6K Hold
63
– – ﹤0.01% 573
2019
Q1 		$5K Buy
+63
New +$5.66K ﹤0.01% 570

Other funds holding IYM

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return