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

Whitener 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
2019 Q4	–	Sell	-30	Closed	-$2K	–	284
2019 Q3	$2K	Hold	30	–	–	﹤0.01%	444
2019 Q2	$2K	Hold	30	–	–	﹤0.01%	437
2019 Q1	$2K	Hold	30	–	–	﹤0.01%	431
2018 Q4	$2K	Hold	30	–	–	﹤0.01%	404
2018 Q3	$2K	Buy	+30	New	+$3.02K	﹤0.01%	424
2018 Q2	–	Sell	-30	Closed	-$2K	–	263
2018 Q1	$2K	Hold	30	–	–	﹤0.01%	428
2017 Q4	$3K	Buy	+30	New	+$2.98K	﹤0.01%	388

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

Whitener Capital Management's IYM Position: Q4 2019 in Review

Whitener Capital Management sold out of iShares US Basic Materials ETF (IYM) in Q4 2019, closing a stake of 30 shares — an estimated $2K sold.

Whitener Capital Management first reported a position in IYM in Q4 2017 and held it in 7 quarters. The position peaked at $3K in Q4 2017. 132 funds tracked by Wall St. Rank hold IYM as of Q4 2019.

Whitener Capital Management reported no remaining iShares US Basic Materials ETF position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 30 iShares US Basic Materials ETF shares in Q4 2019, an estimated $2K.
Whitener Capital Management first reported a position in iShares US Basic Materials ETF in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's iShares US Basic Materials ETF position peaked at $3K in Q4 2017.
132 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.