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CCFM
Clear Creek Financial Management’s
iShares US Basic Materials ETF
IYM
Stock Holding History
Clear Creek Financial Management’s Portfolio
IYM Stock Details
IYM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$369K
Sell
2,099
-4
-0.2%
-$700
0.03%
453
2025
Q4
$324K
Hold
2,103
–
–
0.03%
476
2025
Q3
$312K
Sell
2,103
-5
-0.2%
-$730
0.03%
476
2025
Q2
$295K
Buy
2,108
+5
+0.2%
+$664
0.03%
446
2025
Q1
$283K
Sell
2,103
-50
-2%
-$6.81K
0.03%
406
2024
Q4
$280K
Buy
2,153
+2
+0.1%
+$289
0.03%
385
2024
Q3
$323K
Buy
2,151
+1
+0%
+$143
0.04%
332
2024
Q2
$301K
Sell
2,150
-223
-9%
-$32.1K
0.04%
337
2024
Q1
$351K
Sell
2,373
-168
-7%
-$23.1K
0.04%
300
2023
Q4
$351K
Sell
2,541
-286
-10%
-$36.7K
0.06%
244
2023
Q3
$357K
Sell
2,827
-68,734
-96%
-$9.09M
0.06%
213
2023
Q2
$9.52M
Buy
71,561
+59,527
+495%
+$7.67M
1.65%
15
2023
Q1
$1.59M
Buy
12,034
+8,193
+213%
+$1.09M
0.3%
70
2022
Q4
$479K
Sell
3,841
-3,822
-50%
-$470K
0.11%
153
2022
Q3
$829K
Buy
7,663
+274
+4%
+$32.8K
0.18%
98
2022
Q2
$870K
Buy
7,389
+2,231
+43%
+$308K
0.18%
103
2022
Q1
$771K
Sell
5,158
-844
-14%
-$117K
0.12%
142
2021
Q4
$842K
Sell
6,002
-41,139
-87%
-$5.54M
0.13%
139
2021
Q3
$5.87M
Buy
+47,141
New
+$6.15M
0.94%
28
2021
Q1
–
Sell
-30,622
Closed
-$3.47M
–
159
2020
Q4
$3.47M
Buy
+30,622
New
+$3.26M
0.67%
40
Other funds holding IYM
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Canada, Ontario, Canada
$116B AUM
26.37%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
CB
Commerce Bank
Kansas City, Missouri
$20.7B AUM
23.76%
1-Year Est. Return
AWM
AE Wealth Management
Topeka, Kansas
$18.5B AUM
19.51%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
DWP
Destiny Wealth Partners
Tavares, Florida
$914M AUM
18.14%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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