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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 $44.6B AUM 28.94% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Analysts LLC's IYM Position: Q4 2020 in Review

Capital Analysts LLC sold out of iShares US Basic Materials ETF (IYM) in Q4 2020, closing a stake of 141 shares — an estimated $14K sold.

Capital Analysts LLC first reported a position in IYM in Q1 2019 and held it in 6 quarters. The position peaked at $14K in Q3 2020. 172 funds tracked by Wall St. Rank hold IYM as of Q4 2020.

  • Capital Analysts LLC reported no remaining iShares US Basic Materials ETF position as of Q4 2020 after selling out during the quarter.
  • Capital Analysts LLC sold 141 iShares US Basic Materials ETF shares in Q4 2020, an estimated $14K.
  • Capital Analysts LLC first reported a position in iShares US Basic Materials ETF in Q1 2019 and held it in 6 quarters.
  • Capital Analysts LLC's iShares US Basic Materials ETF position peaked at $14K in Q3 2020.
  • 172 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2020.

Based on Capital Analysts LLC's 13F filing for Q4 2020, filed 16 Feb 2021.