OMC
IYM icon

Overbrook Management Corp’s iShares US Basic Materials ETF IYM Stock Holding History

Overbrook Management Corp’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
-12,779
Closed -$1.59M – 81
2022
Q4 		$1.59M Buy
+12,779
New +$1.57M 0.46% 34

Other funds holding IYM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Overbrook Management Corp's IYM Position: Q1 2023 in Review

Overbrook Management Corp sold out of iShares US Basic Materials ETF (IYM) in Q1 2023, closing a stake of 12,779 shares — an estimated $1.59M sold.

Overbrook Management Corp first reported a position in IYM in Q4 2022 and held it in 1 quarter. The position peaked at $1.59M in Q4 2022. 210 funds tracked by Wall St. Rank hold IYM as of Q1 2023.

  • Overbrook Management Corp reported no remaining iShares US Basic Materials ETF position as of Q1 2023 after selling out during the quarter.
  • Overbrook Management Corp sold 12,779 iShares US Basic Materials ETF shares in Q1 2023, an estimated $1.59M.
  • Overbrook Management Corp first reported a position in iShares US Basic Materials ETF in Q4 2022 and held it in 1 quarter.
  • Overbrook Management Corp's iShares US Basic Materials ETF position peaked at $1.59M in Q4 2022.
  • 210 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2023.

Based on Overbrook Management Corp's 13F filing for Q1 2023, filed 12 May 2023.