Chapwood Capital Investment Management’s iShares US Basic Materials ETF IYM Stock Holding History

Chapwood Capital Investment Management’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
2019 Q4	$546K	Buy	+5,579	New	+$524K	0.55%	39

Other funds holding IYM

Morgan Stanley New York $1.66T AUM 25.57% 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

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Chapwood Capital Investment Management's IYM Position: Q4 2019 in Review

Chapwood Capital Investment Management opened a new position in iShares US Basic Materials ETF (IYM) in Q4 2019: 5,579 shares worth $546K. The stake represents 0.55% of the portfolio and ranks #39 among its holdings.

132 funds tracked by Wall St. Rank hold IYM as of Q4 2019.

Chapwood Capital Investment Management held 5,579 shares of iShares US Basic Materials ETF worth $546K as of Q4 2019.
iShares US Basic Materials ETF was a new Chapwood Capital Investment Management position in Q4 2019.
iShares US Basic Materials ETF made up 0.55% of Chapwood Capital Investment Management's portfolio in Q4 2019, its #39 holding.
132 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2019.

Based on Chapwood Capital Investment Management's 13F filing for Q4 2019, filed 21 Jan 2020.