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Creative Capital Management Investments’s iShares US Basic Materials ETF IYM Stock Holding History

Creative Capital Management Investments’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
2024
Q3 		– Sell
-157
Closed -$22K – 250
2024
Q2 		$22K Buy
+157
New +$22.6K 0.01% 124

Other funds holding IYM

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Capital Management Investments's IYM Position: Q3 2024 in Review

Creative Capital Management Investments sold out of iShares US Basic Materials ETF (IYM) in Q3 2024, closing a stake of 157 shares — an estimated $22K sold.

Creative Capital Management Investments first reported a position in IYM in Q2 2024 and held it in 1 quarter. The position peaked at $22K in Q2 2024. 187 funds tracked by Wall St. Rank hold IYM as of Q3 2024.

  • Creative Capital Management Investments reported no remaining iShares US Basic Materials ETF position as of Q3 2024 after selling out during the quarter.
  • Creative Capital Management Investments sold 157 iShares US Basic Materials ETF shares in Q3 2024, an estimated $22K.
  • Creative Capital Management Investments first reported a position in iShares US Basic Materials ETF in Q2 2024 and held it in 1 quarter.
  • Creative Capital Management Investments's iShares US Basic Materials ETF position peaked at $22K in Q2 2024.
  • 187 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2024.

Based on Creative Capital Management Investments's 13F filing for Q3 2024, filed 29 Oct 2024.