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

Cedar Capital’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 Q3	$504K	Sell	4,047 -386	-9%	-$50.3K	0.92%	32
2021 Q2	$578K	Sell	4,433 -42	-0.9%	-$5.62K	1%	27
2021 Q1	$562K	Sell	4,475 -773	-15%	-$92.3K	0.99%	22
2020 Q4	$595K	Sell	5,248 -1,104	-17%	-$118K	1.08%	20
2020 Q3	$627K	Buy	+6,352	New	+$623K	0.21%	113
2020 Q1	–	Sell	-10,400	Closed	-$1.02M	–	173
2019 Q4	$1.02M	Sell	10,400 -2,331	-18%	-$219K	0.47%	72
2019 Q3	$1.18M	Sell	12,731 -1,222	-9%	-$113K	0.55%	50
2019 Q2	$1.33M	Sell	13,953 -3,602	-21%	-$331K	0.56%	43
2019 Q1	$1.6M	Sell	17,555 -3,742	-18%	-$336K	0.71%	34
2018 Q4	$1.79M	Sell	21,297 -3,346	-14%	-$299K	0.91%	26
2018 Q3	$2.42M	Sell	24,643 -1,692	-6%	-$170K	0.94%	27
2018 Q2	$2.61M	Sell	26,335 -3,442	-12%	-$344K	1.15%	11
2018 Q1	$2.86M	Buy	+29,777	New	+$3.05M	1.33%	8

Other funds holding IYM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PFG

Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cedar Capital's IYM Position: Q3 2021 in Review

Cedar Capital reduced its iShares US Basic Materials ETF (IYM) stake by 8.7% in Q3 2021, selling an estimated $50.3K and leaving 4,047 shares worth $504K. The position accounts for 0.92% of the portfolio, ranked #32.

Cedar Capital first reported a position in IYM in Q1 2018 and has held it in 13 quarters since. The position peaked at $2.86M in Q1 2018. 182 funds tracked by Wall St. Rank hold IYM as of Q3 2021.

Cedar Capital held 4,047 shares of iShares US Basic Materials ETF worth $504K as of Q3 2021.
Cedar Capital sold 386 iShares US Basic Materials ETF shares in Q3 2021, an estimated $50.3K.
iShares US Basic Materials ETF made up 0.92% of Cedar Capital's portfolio in Q3 2021, its #32 holding.
Cedar Capital first reported a position in iShares US Basic Materials ETF in Q1 2018 and has held it in 13 quarters since.
Cedar Capital's iShares US Basic Materials ETF position peaked at $2.86M in Q1 2018.
182 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2021.

Based on Cedar Capital's 13F filing for Q3 2021, filed 1 Nov 2021.