Valeo Financial Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

Valeo Financial Advisors’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 Q4	–	Sell	-301	Closed	-$30K	–	1753
2020 Q3	$30K	Buy	301 +1	+0.3%	+$98	﹤0.01%	815
2020 Q2	$27K	Hold	300	–	–	﹤0.01%	953
2020 Q1	$24K	Hold	300	–	–	﹤0.01%	846
2019 Q4	$29K	Hold	300	–	–	﹤0.01%	827
2019 Q3	$28K	Hold	300	–	–	﹤0.01%	764
2019 Q2	$29K	Hold	300	–	–	﹤0.01%	746
2019 Q1	$27K	Buy	+300	New	+$26.9K	﹤0.01%	696

Other funds holding IYM

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PFG

Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Valeo Financial Advisors's IYM Position: Q4 2020 in Review

Valeo Financial Advisors sold out of iShares US Basic Materials ETF (IYM) in Q4 2020, closing a stake of 301 shares — an estimated $30K sold.

Valeo Financial Advisors first reported a position in IYM in Q1 2019 and held it in 7 quarters. The position peaked at $30K in Q3 2020. 172 funds tracked by Wall St. Rank hold IYM as of Q4 2020.

Valeo Financial Advisors reported no remaining iShares US Basic Materials ETF position as of Q4 2020 after selling out during the quarter.
Valeo Financial Advisors sold 301 iShares US Basic Materials ETF shares in Q4 2020, an estimated $30K.
Valeo Financial Advisors first reported a position in iShares US Basic Materials ETF in Q1 2019 and held it in 7 quarters.
Valeo Financial Advisors's iShares US Basic Materials ETF position peaked at $30K in Q3 2020.
172 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2020.

Based on Valeo Financial Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.