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Winslow Evans & Crocker’s iShares US Basic Materials ETF IYM Stock Holding History

Winslow Evans & Crocker’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 		$14K Buy
+120
New +$12.8K ﹤0.01% 874
2018
Q2 		– Sell
-126
Closed -$12K – 1146
2018
Q1 		$12K Hold
126
– – ﹤0.01% 750
2017
Q4 		$12.8K Hold
126
– – ﹤0.01% 761
2017
Q3 		$12K Buy
126
+1
+0.8% +$92 ﹤0.01% 783
2017
Q2 		$11.2K Sell
125
-1
-0.8% -$89 ﹤0.01% 891
2017
Q1 		$11.1K Sell
126
-522
-81% -$45.7K ﹤0.01% 868
2016
Q4 		$53.9K Sell
648
-126
-16% -$10.2K 0.02% 522
2016
Q3 		$61.1K Hold
774
– – 0.02% 501
2016
Q2 		$58.7K Sell
774
-229
-23% -$17.5K 0.02% 480
2016
Q1 		$73.5K Sell
1,003
-339
-25% -$22.8K 0.02% 426
2015
Q4 		$94.6K Sell
1,342
-50
-4% -$3.6K 0.03% 409
2015
Q3 		$90.1K Sell
1,392
-70
-5% -$5.08K 0.03% 401
2015
Q2 		$118K Sell
1,462
-172
-11% -$14.5K 0.03% 393
2015
Q1 		$134K Hold
1,634
– – 0.04% 367
2014
Q4 		$135K Hold
1,634
– – 0.04% 357
2014
Q3 		$141K Buy
1,634
+1
+0.1% +$88 0.04% 364
2014
Q2 		$143K Buy
1,633
+45
+3% +$3.83K 0.05% 309
2014
Q1 		$132K Hold
1,588
– – 0.05% 313
2013
Q4 		$130K Buy
+1,588
New +$123K 0.04% 333

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
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Winslow Evans & Crocker's IYM Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in iShares US Basic Materials ETF (IYM) in Q4 2020: 120 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #874 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in IYM as recently as Q1 2018.

Winslow Evans & Crocker first reported a position in IYM in Q4 2013 and has held it in 19 quarters since. The position peaked at $143K in Q2 2014. 172 funds tracked by Wall St. Rank hold IYM as of Q4 2020.

  • Winslow Evans & Crocker held 120 shares of iShares US Basic Materials ETF worth $14K as of Q4 2020.
  • iShares US Basic Materials ETF was a new Winslow Evans & Crocker position in Q4 2020.
  • iShares US Basic Materials ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #874 holding.
  • Winslow Evans & Crocker first reported a position in iShares US Basic Materials ETF in Q4 2013 and has held it in 19 quarters since.
  • Winslow Evans & Crocker's iShares US Basic Materials ETF position peaked at $143K in Q2 2014.
  • 172 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.