Barber Financial Group’s iShares US Basic Materials ETF IYM Stock Holding History

Barber Financial Group’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 Q1	$2.93M	Buy	+22,130	New	+$2.94M	0.52%	26
2022 Q4	–	Sell	-13,893	Closed	-$1.5M	–	141
2022 Q3	$1.5M	Buy	13,893 +3,410	+33%	+$409K	0.44%	31
2022 Q2	$1.23M	Buy	+10,483	New	+$1.45M	0.2%	36
2021 Q4	–	Sell	-292,514	Closed	-$36.4M	–	171
2021 Q3	$36.4M	Buy	+292,514	New	+$38.1M	4.71%	10
2021 Q1	–	Sell	-365,017	Closed	-$41.4M	–	156
2020 Q4	$41.4M	Buy	+365,017	New	+$38.9M	7.56%	3
2018 Q2	–	Sell	-38,072	Closed	-$3.66M	–	130
2018 Q1	$3.66M	Sell	38,072 -2,044	-5%	-$210K	0.97%	35
2017 Q4	$4.1M	Buy	+40,116	New	+$3.98M	1.04%	26
2017 Q2	–	Sell	-4,310	Closed	-$384K	–	96
2017 Q1	$384K	Sell	4,310 -464	-10%	-$40.7K	0.13%	57
2016 Q4	$397K	Buy	+4,774	New	+$386K	0.14%	55

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Barber Financial Group's IYM Position: Q1 2023 in Review

Barber Financial Group opened a new position in iShares US Basic Materials ETF (IYM) in Q1 2023: 22,130 shares worth $2.93M. The stake represents 0.52% of the portfolio and ranks #26 among its holdings. This is a return to the name: Barber Financial Group previously reported a position in IYM as recently as Q3 2022.

Barber Financial Group first reported a position in IYM in Q4 2016 and has held it in 9 quarters since. The position peaked at $41.4M in Q4 2020. 210 funds tracked by Wall St. Rank hold IYM as of Q1 2023.

Barber Financial Group held 22,130 shares of iShares US Basic Materials ETF worth $2.93M as of Q1 2023.
iShares US Basic Materials ETF was a new Barber Financial Group position in Q1 2023.
iShares US Basic Materials ETF made up 0.52% of Barber Financial Group's portfolio in Q1 2023, its #26 holding.
Barber Financial Group first reported a position in iShares US Basic Materials ETF in Q4 2016 and has held it in 9 quarters since.
Barber Financial Group's iShares US Basic Materials ETF position peaked at $41.4M in Q4 2020.
210 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.