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Paragon Capital Management (Colorado)’s iShares US Basic Materials ETF IYM Stock Holding History

Paragon Capital Management (Colorado)’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
2022
Q1 		– Sell
-215
Closed -$30K – 356
2021
Q4 		$30K Buy
+215
New +$29K ﹤0.01% 396

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Prudential Financial
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Wells Fargo
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UBS Group
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CB
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Goldman Sachs
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Osaic Holdings
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MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Paragon Capital Management (Colorado)'s IYM Position: Q1 2022 in Review

Paragon Capital Management (Colorado) sold out of iShares US Basic Materials ETF (IYM) in Q1 2022, closing a stake of 215 shares — an estimated $30K sold.

Paragon Capital Management (Colorado) first reported a position in IYM in Q4 2021 and held it in 1 quarter. The position peaked at $30K in Q4 2021. 195 funds tracked by Wall St. Rank hold IYM as of Q1 2022.

  • Paragon Capital Management (Colorado) reported no remaining iShares US Basic Materials ETF position as of Q1 2022 after selling out during the quarter.
  • Paragon Capital Management (Colorado) sold 215 iShares US Basic Materials ETF shares in Q1 2022, an estimated $30K.
  • Paragon Capital Management (Colorado) first reported a position in iShares US Basic Materials ETF in Q4 2021 and held it in 1 quarter.
  • Paragon Capital Management (Colorado)'s iShares US Basic Materials ETF position peaked at $30K in Q4 2021.
  • 195 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2022.

Based on Paragon Capital Management (Colorado)'s 13F filing for Q1 2022, filed 19 Apr 2022.