CSat Investment Advisory’s iShares US Basic Materials ETF IYM Stock Holding History

CSat Investment Advisory’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
2020 Q3	–	Sell	-1,302	Closed	-$116K	–	1101
2020 Q2	$116K	Sell	1,302 -1,305	-50%	-$108K	0.01%	421
2020 Q1	$181K	Buy	2,607 +100	+4%	+$8.61K	0.04%	254
2019 Q4	$246K	Buy	2,507 +36	+1%	+$3.38K	0.06%	206
2019 Q3	$228K	Buy	2,471 +243	+11%	+$22.4K	0.07%	193
2019 Q2	$212K	Buy	2,228 +557	+33%	+$51.2K	0.07%	182
2019 Q1	$153K	Sell	1,671 -594	-26%	-$53.3K	0.08%	140
2018 Q4	$190K	Buy	2,265 +1,650	+268%	+$148K	0.11%	108
2018 Q3	$61K	Sell	615 -730	-54%	-$73.4K	0.03%	144
2018 Q2	$133K	Buy	+1,345	New	+$134K	0.07%	129

Other funds holding IYM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

CSat Investment Advisory's IYM Position: Q3 2020 in Review

CSat Investment Advisory sold out of iShares US Basic Materials ETF (IYM) in Q3 2020, closing a stake of 1,302 shares — an estimated $116K sold.

CSat Investment Advisory first reported a position in IYM in Q2 2018 and held it in 9 quarters. The position peaked at $246K in Q4 2019. 127 funds tracked by Wall St. Rank hold IYM as of Q3 2020.

CSat Investment Advisory reported no remaining iShares US Basic Materials ETF position as of Q3 2020 after selling out during the quarter.
CSat Investment Advisory sold 1,302 iShares US Basic Materials ETF shares in Q3 2020, an estimated $116K.
CSat Investment Advisory first reported a position in iShares US Basic Materials ETF in Q2 2018 and held it in 9 quarters.
CSat Investment Advisory's iShares US Basic Materials ETF position peaked at $246K in Q4 2019.
127 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2020.

Based on CSat Investment Advisory's 13F filing for Q3 2020, filed 13 Nov 2020.