Chevy Chase Trust
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Chevy Chase Trust’s iShares US Basic Materials ETF IYM Stock Holding History

Chevy Chase Trust’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
2022
Q1 		– Sell
-8,495
Closed -$1.19M – 666
2021
Q4 		$1.19M Buy
+8,495
New +$1.14M ﹤0.01% 578

Other funds holding IYM

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Chevy Chase Trust's IYM Position: Q1 2022 in Review

Chevy Chase Trust sold out of iShares US Basic Materials ETF (IYM) in Q1 2022, closing a stake of 8,495 shares — an estimated $1.19M sold.

Chevy Chase Trust first reported a position in IYM in Q4 2021 and held it in 1 quarter. The position peaked at $1.19M in Q4 2021. 195 funds tracked by Wall St. Rank hold IYM as of Q1 2022.

  • Chevy Chase Trust reported no remaining iShares US Basic Materials ETF position as of Q1 2022 after selling out during the quarter.
  • Chevy Chase Trust sold 8,495 iShares US Basic Materials ETF shares in Q1 2022, an estimated $1.19M.
  • Chevy Chase Trust first reported a position in iShares US Basic Materials ETF in Q4 2021 and held it in 1 quarter.
  • Chevy Chase Trust's iShares US Basic Materials ETF position peaked at $1.19M in Q4 2021.
  • 195 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2022.

Based on Chevy Chase Trust's 13F filing for Q1 2022, filed 27 Apr 2022.