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Stearns Financial Services Group’s iShares US Basic Materials ETF IYM Stock Holding History

Stearns Financial Services 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
2020
Q3 		$123K Buy
1,247
+6
+0.5% +$589 0.02% 152
2020
Q2 		$111K Buy
+1,241
New +$103K 0.02% 142

Other funds holding IYM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
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

Stearns Financial Services Group's IYM Position: Q3 2020 in Review

Stearns Financial Services Group increased its iShares US Basic Materials ETF (IYM) stake by 0.48% in Q3 2020, buying an estimated $589 and bringing the position to 1,247 shares worth $123K. The position accounts for 0.02% of the portfolio, ranked #152.

Stearns Financial Services Group first reported a position in IYM in Q2 2020 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold IYM as of Q3 2020.

  • Stearns Financial Services Group held 1,247 shares of iShares US Basic Materials ETF worth $123K as of Q3 2020.
  • Stearns Financial Services Group bought 6 iShares US Basic Materials ETF shares in Q3 2020, an estimated $589.
  • iShares US Basic Materials ETF made up 0.02% of Stearns Financial Services Group's portfolio in Q3 2020, its #152 holding.
  • Stearns Financial Services Group first reported a position in iShares US Basic Materials ETF in Q2 2020 and has held it in 2 quarters since.
  • 127 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.