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Chartist Inc’s iShares US Basic Materials ETF IYM Stock Holding History

Chartist Inc’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
Q2 		– Sell
-5,776
Closed -$528K – 31
2019
Q1 		$528K Sell
5,776
-152
-3% -$13.6K 0.44% 17
2018
Q4 		$498K Sell
5,928
-525
-8% -$47K 0.96% 14
2018
Q3 		$635K Sell
6,453
-430
-6% -$43.2K 0.28% 19
2018
Q2 		$681K Sell
6,883
-102
-1% -$10.2K 0.31% 17
2018
Q1 		$671K Sell
6,985
-147
-2% -$15.1K 0.31% 16
2017
Q4 		$729K Sell
7,132
-246
-3% -$24.4K 0.32% 16
2017
Q3 		$707K Sell
7,378
-46
-0.6% -$4.25K 0.33% 15
2017
Q2 		$663K Sell
7,424
-258
-3% -$22.9K 0.32% 15
2017
Q1 		$685K Sell
7,682
-133
-2% -$11.7K 0.33% 15
2016
Q4 		$650K Sell
7,815
-124
-2% -$10K 0.33% 16
2016
Q3 		$627K Sell
7,939
-105
-1% -$8.32K 0.33% 16
2016
Q2 		$611K Buy
+8,044
New +$614K 0.33% 17
2015
Q4 		$578K Buy
+8,200
New +$591K 0.29% 19
2015
Q3 		– Sell
-57,536
Closed -$4.67M – 27
2015
Q2 		$4.67M Sell
57,536
-1,118
-2% -$94K 2.25% 17
2015
Q1 		$4.86M Sell
58,654
-538
-0.9% -$44.6K 2.3% 15
2014
Q4 		$4.89M Sell
59,192
-1,409
-2% -$117K 2.28% 15
2014
Q3 		$5.05M Sell
60,601
-312
-0.5% -$27.3K 2.64% 17
2014
Q2 		$5.35M Sell
60,913
-308
-0.5% -$26.2K 2.61% 17
2014
Q1 		$5.04M Sell
61,221
-198
-0.3% -$16K 2.69% 17
2013
Q4 		$4.97M Sell
61,419
-2,112
-3% -$164K 2.58% 17
2013
Q3 		$4.71M Buy
+63,531
New +$4.56M 2.7% 17

Other funds holding IYM

CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
OWD
Osborn Williams & Donohoe Cincinnati, Ohio $762M AUM 2.74% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

Chartist Inc's IYM Position: Q2 2019 in Review

Chartist Inc sold out of iShares US Basic Materials ETF (IYM) in Q2 2019, closing a stake of 5,776 shares — an estimated $528K sold.

Chartist Inc first reported a position in IYM in Q3 2013 and held it in 21 quarters. The position peaked at $5.35M in Q2 2014. 123 funds tracked by Wall St. Rank hold IYM as of Q2 2019.

  • Chartist Inc reported no remaining iShares US Basic Materials ETF position as of Q2 2019 after selling out during the quarter.
  • Chartist Inc sold 5,776 iShares US Basic Materials ETF shares in Q2 2019, an estimated $528K.
  • Chartist Inc first reported a position in iShares US Basic Materials ETF in Q3 2013 and held it in 21 quarters.
  • Chartist Inc's iShares US Basic Materials ETF position peaked at $5.35M in Q2 2014.
  • 123 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2019.

Based on Chartist Inc's 13F filing for Q2 2019, filed 15 Aug 2019.