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

Murphy Capital Management’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
Q2 		$300K Hold
2,555
– – 0.04% 176
2022
Q1 		$382K Hold
2,555
– – 0.04% 171
2021
Q4 		$358K Sell
2,555
-65
-2% -$8.75K 0.04% 185
2021
Q3 		$326K Sell
2,620
-25
-0.9% -$3.26K 0.04% 182
2021
Q2 		$344K Buy
2,645
+25
+1% +$3.34K 0.04% 182
2021
Q1 		$328K Hold
2,620
– – 0.04% 178
2020
Q4 		$297K Hold
2,620
– – 0.04% 173
2020
Q3 		$258K Hold
2,620
– – 0.04% 180
2020
Q2 		$233K Buy
+2,620
New +$217K 0.04% 182
2020
Q1 		– Sell
-2,670
Closed -$261K – 212
2019
Q4 		$261K Hold
2,670
– – 0.04% 202
2019
Q3 		$246K Sell
2,670
-30
-1% -$2.76K 0.04% 206
2019
Q2 		$256K Buy
2,700
+35
+1% +$3.21K 0.04% 206
2019
Q1 		$243K Hold
2,665
– – 0.04% 214
2018
Q4 		$223K Sell
2,665
-100
-4% -$8.95K 0.04% 220
2018
Q3 		$272K Sell
2,765
-450
-14% -$45.2K 0.04% 227
2018
Q2 		$318K Buy
3,215
+100
+3% +$10K 0.05% 220
2018
Q1 		$299K Sell
3,115
-40
-1% -$4.1K 0.04% 219
2017
Q4 		$322K Sell
3,155
-400
-11% -$39.7K 0.04% 210
2017
Q3 		$340K Sell
3,555
-100
-3% -$9.24K 0.05% 211
2017
Q2 		$326K Sell
3,655
-2,700
-42% -$240K 0.05% 214
2017
Q1 		$566K Sell
6,355
-1,150
-15% -$101K 0.08% 174
2016
Q4 		$624K Buy
+7,505
New +$607K 0.1% 163

Other funds holding IYM

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Murphy Capital Management's IYM Position: Q2 2022 in Review

Murphy Capital Management held its iShares US Basic Materials ETF (IYM) position steady in Q2 2022 at 2,555 shares worth $300K. The position accounts for 0.04% of the portfolio, ranked #176.

Murphy Capital Management first reported a position in IYM in Q4 2016 and has held it in 22 quarters since. The position peaked at $624K in Q4 2016. 217 funds tracked by Wall St. Rank hold IYM as of Q2 2022.

  • Murphy Capital Management held 2,555 shares of iShares US Basic Materials ETF worth $300K as of Q2 2022.
  • Murphy Capital Management left its iShares US Basic Materials ETF share count unchanged in Q2 2022.
  • iShares US Basic Materials ETF made up 0.04% of Murphy Capital Management's portfolio in Q2 2022, its #176 holding.
  • Murphy Capital Management first reported a position in iShares US Basic Materials ETF in Q4 2016 and has held it in 22 quarters since.
  • Murphy Capital Management's iShares US Basic Materials ETF position peaked at $624K in Q4 2016.
  • 217 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2022.

Based on Murphy Capital Management's 13F filing for Q2 2022, filed 13 Jul 2022.