WealthBridge Capital Management’s iShares US Basic Materials ETF IYM Stock Holding History

WealthBridge Capital Management’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
2023 Q4	–	Sell	-2,699	Closed	-$341K	–	188
2023 Q3	$341K	Sell	2,699 -123	-4%	-$16.3K	0.14%	110
2023 Q2	$375K	Sell	2,822 -79	-3%	-$10.2K	0.15%	107
2023 Q1	$384K	Sell	2,901 -76	-3%	-$10.1K	0.15%	116
2022 Q4	$371K	Sell	2,977 -407	-12%	-$50.1K	0.16%	128
2022 Q3	$398K	Hold	3,384	–	–	0.17%	114
2022 Q2	$398K	Buy	+3,384	New	+$468K	0.17%	114
2019 Q2	–	Sell	-100	Closed	-$9K	–	497
2019 Q1	$9K	Hold	100	–	–	0.01%	590
2018 Q4	$8K	Buy	+100	New	+$8.95K	0.01%	556

Other funds holding IYM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WealthBridge Capital Management's IYM Position: Q4 2023 in Review

WealthBridge Capital Management sold out of iShares US Basic Materials ETF (IYM) in Q4 2023, closing a stake of 2,699 shares — an estimated $341K sold.

WealthBridge Capital Management first reported a position in IYM in Q4 2018 and held it in 8 quarters. The position peaked at $398K in Q3 2022. 203 funds tracked by Wall St. Rank hold IYM as of Q4 2023.

WealthBridge Capital Management reported no remaining iShares US Basic Materials ETF position as of Q4 2023 after selling out during the quarter.
WealthBridge Capital Management sold 2,699 iShares US Basic Materials ETF shares in Q4 2023, an estimated $341K.
WealthBridge Capital Management first reported a position in iShares US Basic Materials ETF in Q4 2018 and held it in 8 quarters.
WealthBridge Capital Management's iShares US Basic Materials ETF position peaked at $398K in Q3 2022.
203 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2023.

Based on WealthBridge Capital Management's 13F filing for Q4 2023, filed 12 Feb 2024.