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

Capital Square’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
Q2 		– Sell
-618
Closed -$43K – 212
2020
Q1 		$43K Buy
+618
New +$53.2K 0.05% 219

Other funds holding IYM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Capital Square's IYM Position: Q2 2020 in Review

Capital Square sold out of iShares US Basic Materials ETF (IYM) in Q2 2020, closing a stake of 618 shares — an estimated $43K sold.

Capital Square first reported a position in IYM in Q1 2020 and held it in 1 quarter. The position peaked at $43K in Q1 2020. 112 funds tracked by Wall St. Rank hold IYM as of Q2 2020.

  • Capital Square reported no remaining iShares US Basic Materials ETF position as of Q2 2020 after selling out during the quarter.
  • Capital Square sold 618 iShares US Basic Materials ETF shares in Q2 2020, an estimated $43K.
  • Capital Square first reported a position in iShares US Basic Materials ETF in Q1 2020 and held it in 1 quarter.
  • Capital Square's iShares US Basic Materials ETF position peaked at $43K in Q1 2020.
  • 112 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2020.

Based on Capital Square's 13F filing for Q2 2020, filed 27 Jul 2020.