Barber Financial Group’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
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

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.