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Burleson & Co’s iShares US Basic Materials ETF IYM Stock Holding History

Burleson & Co’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
2022
Q4 		$31.2K Hold
250
– – 0.01% 207
2022
Q3 		$27K Hold
250
– – 0.01% 234
2022
Q2 		$29K Sell
250
-125
-33% -$17.3K 0.01% 211
2022
Q1 		$56K Buy
+375
New +$51.8K 0.01% 191

Other funds holding IYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Burleson & Co's IYM Position: Q4 2022 in Review

Burleson & Co held its iShares US Basic Materials ETF (IYM) position steady in Q4 2022 at 250 shares worth $31.2K. The position accounts for 0.01% of the portfolio, ranked #207.

Burleson & Co first reported a position in IYM in Q1 2022 and has held it in 4 quarters since. The position peaked at $56K in Q1 2022. 211 funds tracked by Wall St. Rank hold IYM as of Q4 2022.

  • Burleson & Co held 250 shares of iShares US Basic Materials ETF worth $31.2K as of Q4 2022.
  • Burleson & Co left its iShares US Basic Materials ETF share count unchanged in Q4 2022.
  • iShares US Basic Materials ETF made up 0.01% of Burleson & Co's portfolio in Q4 2022, its #207 holding.
  • Burleson & Co first reported a position in iShares US Basic Materials ETF in Q1 2022 and has held it in 4 quarters since.
  • Burleson & Co's iShares US Basic Materials ETF position peaked at $56K in Q1 2022.
  • 211 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.