Quad-Cities Investment Group’s iShares US Basic Materials ETF IYM Stock Holding History

Quad-Cities Investment 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
2019 Q4	–	Sell	-310	Closed	-$29K	–	437
2019 Q3	$29K	Hold	310	–	–	0.02%	425
2019 Q2	$29K	Buy	310 +2	+0.6%	+$184	0.03%	427
2019 Q1	$29K	Buy	308 +2	+0.7%	+$180	0.03%	425
2018 Q4	$25K	Buy	306 +2	+0.7%	+$179	0.03%	439
2018 Q3	$30K	Buy	304 +1	+0.3%	+$101	0.03%	443
2018 Q2	$30K	Buy	+303	New	+$30.3K	0.03%	441

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

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

CAM

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Quad-Cities Investment Group's IYM Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of iShares US Basic Materials ETF (IYM) in Q4 2019, closing a stake of 310 shares — an estimated $29K sold.

Quad-Cities Investment Group first reported a position in IYM in Q2 2018 and held it in 6 quarters. The position peaked at $30K in Q3 2018. 132 funds tracked by Wall St. Rank hold IYM as of Q4 2019.

Quad-Cities Investment Group reported no remaining iShares US Basic Materials ETF position as of Q4 2019 after selling out during the quarter.
Quad-Cities Investment Group sold 310 iShares US Basic Materials ETF shares in Q4 2019, an estimated $29K.
Quad-Cities Investment Group first reported a position in iShares US Basic Materials ETF in Q2 2018 and held it in 6 quarters.
Quad-Cities Investment Group's iShares US Basic Materials ETF position peaked at $30K in Q3 2018.
132 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.