Capital Asset Advisory Services’s iShares US Basic Materials ETF IYM Stock Holding History

Capital Asset Advisory Services’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 Q4	–	Sell	-2,046	Closed	-$255K	–	657
2021 Q3	$255K	Buy	2,046 +419	+26%	+$54.6K	0.03%	376
2021 Q2	$212K	Buy	1,627 +62	+4%	+$8.29K	0.02%	418
2021 Q1	$197K	Buy	1,565 +1,088	+228%	+$130K	0.03%	418
2020 Q4	$54K	Buy	+477	New	+$50.8K	0.01%	595

Other funds holding IYM

Citigroup New York $235B AUM 32.99% 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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

Capital Asset Advisory Services's IYM Position: Q4 2021 in Review

Capital Asset Advisory Services sold out of iShares US Basic Materials ETF (IYM) in Q4 2021, closing a stake of 2,046 shares — an estimated $255K sold.

Capital Asset Advisory Services first reported a position in IYM in Q4 2020 and held it in 4 quarters. The position peaked at $255K in Q3 2021. 178 funds tracked by Wall St. Rank hold IYM as of Q4 2021.

Capital Asset Advisory Services reported no remaining iShares US Basic Materials ETF position as of Q4 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 2,046 iShares US Basic Materials ETF shares in Q4 2021, an estimated $255K.
Capital Asset Advisory Services first reported a position in iShares US Basic Materials ETF in Q4 2020 and held it in 4 quarters.
Capital Asset Advisory Services's iShares US Basic Materials ETF position peaked at $255K in Q3 2021.
178 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2021.

Based on Capital Asset Advisory Services's 13F filing for Q4 2021, filed 4 Feb 2022.