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Banque Cantonale Vaudoise’s iShares US Basic Materials ETF IYM Stock Holding History

Banque Cantonale Vaudoise’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
-7,900
Closed -$996K – 1120
2023
Q3 		$996K Hold
7,900
– – 0.05% 318
2023
Q2 		$1.05M Hold
7,900
– – 0.05% 332
2023
Q1 		$1.05M Hold
7,900
– – 0.05% 294
2022
Q4 		$980K Buy
+7,900
New +$972K 0.05% 302

Other funds holding IYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Banque Cantonale Vaudoise's IYM Position: Q4 2023 in Review

Banque Cantonale Vaudoise sold out of iShares US Basic Materials ETF (IYM) in Q4 2023, closing a stake of 7,900 shares — an estimated $996K sold.

Banque Cantonale Vaudoise first reported a position in IYM in Q4 2022 and held it in 4 quarters. The position peaked at $1.05M in Q2 2023. 203 funds tracked by Wall St. Rank hold IYM as of Q4 2023.

  • Banque Cantonale Vaudoise reported no remaining iShares US Basic Materials ETF position as of Q4 2023 after selling out during the quarter.
  • Banque Cantonale Vaudoise sold 7,900 iShares US Basic Materials ETF shares in Q4 2023, an estimated $996K.
  • Banque Cantonale Vaudoise first reported a position in iShares US Basic Materials ETF in Q4 2022 and held it in 4 quarters.
  • Banque Cantonale Vaudoise's iShares US Basic Materials ETF position peaked at $1.05M in Q2 2023.
  • 203 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2023.

Based on Banque Cantonale Vaudoise's 13F filing for Q4 2023, filed 7 Feb 2024.