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Heritage Wealth Management (Arizona)’s iShares US Basic Materials ETF IYM Stock Holding History

Heritage Wealth Management (Arizona)’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 		$7.49K Buy
60
+30
+100% +$3.69K ﹤0.01% 818
2022
Q3 		$3K Hold
30
– – ﹤0.01% 829
2022
Q2 		$3.53K Hold
30
– – ﹤0.01% 818
2022
Q1 		$4K Buy
+30
New +$4.14K ﹤0.01% 825

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

Heritage Wealth Management (Arizona)'s IYM Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares US Basic Materials ETF (IYM) stake by 100% in Q4 2022, buying an estimated $3.69K and bringing the position to 60 shares worth $7.49K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

Heritage Wealth Management (Arizona) first reported a position in IYM in Q1 2022 and has held it in 4 quarters since. 211 funds tracked by Wall St. Rank hold IYM as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 60 shares of iShares US Basic Materials ETF worth $7.49K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 30 iShares US Basic Materials ETF shares in Q4 2022, an estimated $3.69K.
  • iShares US Basic Materials ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #818 holding.
  • Heritage Wealth Management (Arizona) first reported a position in iShares US Basic Materials ETF in Q1 2022 and has held it in 4 quarters since.
  • 211 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.