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EdgeRock Capital’s iShares US Basic Materials ETF IYM Stock Holding History

EdgeRock Capital’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 		– Sell
-210
Closed -$23K – 223
2022
Q3 		$23K Buy
+210
New +$25.2K 0.01% 153

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

EdgeRock Capital's IYM Position: Q4 2022 in Review

EdgeRock Capital sold out of iShares US Basic Materials ETF (IYM) in Q4 2022, closing a stake of 210 shares — an estimated $23K sold.

EdgeRock Capital first reported a position in IYM in Q3 2022 and held it in 1 quarter. The position peaked at $23K in Q3 2022. 211 funds tracked by Wall St. Rank hold IYM as of Q4 2022.

  • EdgeRock Capital reported no remaining iShares US Basic Materials ETF position as of Q4 2022 after selling out during the quarter.
  • EdgeRock Capital sold 210 iShares US Basic Materials ETF shares in Q4 2022, an estimated $23K.
  • EdgeRock Capital first reported a position in iShares US Basic Materials ETF in Q3 2022 and held it in 1 quarter.
  • EdgeRock Capital's iShares US Basic Materials ETF position peaked at $23K in Q3 2022.
  • 211 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2022.

Based on EdgeRock Capital's 13F filing for Q4 2022, filed 14 Feb 2023.