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Creekmur Asset Management’s iShares US Basic Materials ETF IYM Stock Holding History

Creekmur Asset 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
2024
Q2 		– Sell
-32
Closed -$4.67K – 1114
2024
Q1 		$4.67K Hold
32
– – ﹤0.01% 567
2023
Q4 		$4.36K Buy
+32
New +$4.11K ﹤0.01% 607

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PCH
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UBS Group
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Royal Bank of Canada
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creekmur Asset Management's IYM Position: Q2 2024 in Review

Creekmur Asset Management sold out of iShares US Basic Materials ETF (IYM) in Q2 2024, closing a stake of 32 shares — an estimated $4.67K sold.

Creekmur Asset Management first reported a position in IYM in Q4 2023 and held it in 2 quarters. The position peaked at $4.67K in Q1 2024. 193 funds tracked by Wall St. Rank hold IYM as of Q2 2024.

  • Creekmur Asset Management reported no remaining iShares US Basic Materials ETF position as of Q2 2024 after selling out during the quarter.
  • Creekmur Asset Management sold 32 iShares US Basic Materials ETF shares in Q2 2024, an estimated $4.67K.
  • Creekmur Asset Management first reported a position in iShares US Basic Materials ETF in Q4 2023 and held it in 2 quarters.
  • Creekmur Asset Management's iShares US Basic Materials ETF position peaked at $4.67K in Q1 2024.
  • 193 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2024.

Based on Creekmur Asset Management's 13F filing for Q2 2024, filed 13 Aug 2024.