Private Capital Group’s iShares US Basic Materials ETF IYM Stock Holding History

Private Capital Group’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 Q2	$41K	Hold	350	–	–	0.03%	548
2022 Q1	$52K	Hold	350	–	–	0.01%	631
2021 Q4	$49K	Hold	350	–	–	0.01%	698
2021 Q3	$44K	Hold	350	–	–	0.01%	733
2021 Q2	$46K	Hold	350	–	–	0.01%	715
2021 Q1	$44K	Hold	350	–	–	0.01%	708
2020 Q4	$40K	Hold	350	–	–	0.01%	896
2020 Q3	$35K	Hold	350	–	–	0.01%	877
2020 Q2	$31K	Hold	350	–	–	0.01%	923
2020 Q1	$24K	Hold	350	–	–	0.01%	939
2019 Q4	$34K	Sell	350 -150	-30%	-$14.1K	0.01%	896
2019 Q3	$46K	Buy	500 +350	+233%	+$32.2K	0.01%	811
2019 Q2	$15K	Sell	150 -350	-70%	-$32.1K	﹤0.01%	1204
2019 Q1	$46K	Hold	500	–	–	0.01%	815
2018 Q4	$42K	Hold	500	–	–	0.01%	750
2018 Q3	$49K	Hold	500	–	–	0.01%	725
2018 Q2	$49K	Hold	500	–	–	0.01%	702
2018 Q1	$48K	Hold	500	–	–	0.01%	701
2017 Q4	$51	Buy	+500	New	+$49.6K	0.01%	678

Other funds holding IYM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Private Capital Group's IYM Position: Q2 2022 in Review

Private Capital Group held its iShares US Basic Materials ETF (IYM) position steady in Q2 2022 at 350 shares worth $41K. The position accounts for 0.03% of the portfolio, ranked #548.

Private Capital Group first reported a position in IYM in Q4 2017 and has held it in 19 quarters since. The position peaked at $52K in Q1 2022. 217 funds tracked by Wall St. Rank hold IYM as of Q2 2022.

Private Capital Group held 350 shares of iShares US Basic Materials ETF worth $41K as of Q2 2022.
Private Capital Group left its iShares US Basic Materials ETF share count unchanged in Q2 2022.
iShares US Basic Materials ETF made up 0.03% of Private Capital Group's portfolio in Q2 2022, its #548 holding.
Private Capital Group first reported a position in iShares US Basic Materials ETF in Q4 2017 and has held it in 19 quarters since.
Private Capital Group's iShares US Basic Materials ETF position peaked at $52K in Q1 2022.
217 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.