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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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 $23.1B AUM 27.04% 1-Year Est. Return