Credit Suisse’s iShares US Basic Materials ETF IYM Stock Holding History

Credit Suisse’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	–	Sell	-2,338	Closed	-$292K	–	3514
2022 Q4	$292K	Sell	2,338 -6,075	-72%	-$747K	﹤0.01%	3056
2022 Q3	$910K	Buy	8,413 +4,429	+111%	+$531K	﹤0.01%	2396
2022 Q2	$469K	Buy	+3,984	New	+$551K	﹤0.01%	2882
2022 Q1	–	Sell	-3,430	Closed	-$481K	–	3968
2021 Q4	$481K	Buy	+3,430	New	+$462K	﹤0.01%	3840
2021 Q3	–	Sell	-2,612	Closed	-$341K	–	4474
2021 Q2	$341K	Sell	2,612 -2,434	-48%	-$325K	﹤0.01%	4052
2021 Q1	$634K	Sell	5,046 -2,312	-31%	-$276K	﹤0.01%	3615
2020 Q4	$834K	Sell	7,358 -1,890	-20%	-$201K	﹤0.01%	3456
2020 Q3	$913K	Buy	9,248 +4,728	+105%	+$464K	﹤0.01%	3000
2020 Q2	$403K	Buy	4,520 +579	+15%	+$47.9K	﹤0.01%	3435
2020 Q1	$273K	Sell	3,941 -46,571	-92%	-$4.01M	﹤0.01%	3481
2019 Q4	$4.95M	Buy	50,512 +14,544	+40%	+$1.37M	﹤0.01%	1888
2019 Q3	$3.32M	Buy	35,968 +21,620	+151%	+$1.99M	﹤0.01%	2079
2019 Q2	$1.36M	Sell	14,348 -15,033	-51%	-$1.38M	﹤0.01%	2717
2019 Q1	$2.69M	Sell	29,381 -9,754	-25%	-$876K	﹤0.01%	2146
2018 Q4	$3.29M	Sell	39,135 -43,142	-52%	-$3.86M	﹤0.01%	1889
2018 Q3	$8.1M	Buy	82,277 +62,736	+321%	+$6.31M	0.01%	1384
2018 Q2	$1.94M	Sell	19,541 -42,181	-68%	-$4.22M	﹤0.01%	2489
2018 Q1	$5.93M	Buy	61,722 +43,188	+233%	+$4.43M	0.01%	1599
2017 Q4	$1.89M	Sell	18,534 -27,195	-59%	-$2.7M	﹤0.01%	2474
2017 Q3	$4.38M	Buy	45,729 +9,974	+28%	+$922K	﹤0.01%	1870
2017 Q2	$3.19M	Buy	+35,755	New	+$3.18M	﹤0.01%	1901
2017 Q1	–	Sell	-32,441	Closed	-$2.7M	–	3930
2016 Q4	$2.7M	Sell	32,441 -13,275	-29%	-$1.07M	﹤0.01%	2186
2016 Q3	$3.61M	Sell	45,716 -15,467	-25%	-$1.23M	﹤0.01%	1904
2016 Q2	$4.65M	Buy	61,183 +48,561	+385%	+$3.71M	0.01%	1683
2016 Q1	$925K	Sell	12,622 -26,742	-68%	-$1.8M	﹤0.01%	2789
2015 Q4	$2.78M	Buy	39,364 +34,562	+720%	+$2.49M	﹤0.01%	2045
2015 Q3	$311K	Sell	4,802 -45,257	-90%	-$3.29M	﹤0.01%	3696
2015 Q2	$4.03M	Buy	50,059 +35,511	+244%	+$2.99M	﹤0.01%	1931
2015 Q1	$1.19M	Sell	14,548 -34,817	-71%	-$2.89M	﹤0.01%	2827
2014 Q4	$4.07M	Buy	+49,365	New	+$4.1M	﹤0.01%	1925
2014 Q3	–	Sell	-49,652	Closed	-$4.35M	–	4547
2014 Q2	$4.35M	Buy	49,652 +31,660	+176%	+$2.69M	﹤0.01%	2077
2014 Q1	$1.5M	Sell	17,992 -41,012	-70%	-$3.32M	﹤0.01%	2763
2013 Q4	$4.8M	Buy	+59,004	New	+$4.58M	﹤0.01%	1883
2013 Q3	–	Sell	-13,728	Closed	-$920K	–	4290
2013 Q2	$920K	Buy	+13,728	New	+$960K	﹤0.01%	2861

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

Credit Suisse's IYM Position: Q1 2023 in Review

Credit Suisse sold out of iShares US Basic Materials ETF (IYM) in Q1 2023, closing a stake of 2,338 shares — an estimated $292K sold.

Credit Suisse first reported a position in IYM in Q2 2013 and held it in 34 quarters. The position peaked at $8.1M in Q3 2018. 210 funds tracked by Wall St. Rank hold IYM as of Q1 2023.

Credit Suisse reported no remaining iShares US Basic Materials ETF position as of Q1 2023 after selling out during the quarter.
Credit Suisse sold 2,338 iShares US Basic Materials ETF shares in Q1 2023, an estimated $292K.
Credit Suisse first reported a position in iShares US Basic Materials ETF in Q2 2013 and held it in 34 quarters.
Credit Suisse's iShares US Basic Materials ETF position peaked at $8.1M in Q3 2018.
210 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2023.

Based on Credit Suisse's 13F filing for Q1 2023, filed 10 May 2023.