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

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

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.