1620 Investment Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

1620 Investment Advisors’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
2026 Q2	$23.3K	Hold	130	–	–	0.01%	402
2026 Q1	$22.9K	Hold	130	–	–	0.02%	383
2025 Q4	$20K	Hold	130	–	–	0.01%	396
2025 Q3	$19.3K	Hold	130	–	–	0.01%	392
2025 Q2	$18.2K	Hold	130	–	–	0.01%	405
2025 Q1	$17.5K	Hold	130	–	–	0.01%	397
2024 Q4	$16.9K	Hold	130	–	–	0.01%	409
2024 Q3	$19.5K	Hold	130	–	–	0.01%	401
2024 Q2	$18.2K	Buy	+130	New	+$18.7K	0.01%	406

Other funds holding IYM

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

SFS

Sharp Financial Services Horsham, Pennsylvania $216M AUM 23.88% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

FPFC

Financial Planning Fort Collins Fort Collins, Colorado $132M AUM

LAM

Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

1620 Investment Advisors's IYM Position: Q2 2026 in Review

1620 Investment Advisors held its iShares US Basic Materials ETF (IYM) position steady in Q2 2026 at 130 shares worth $23.3K. The position accounts for 0.01% of the portfolio, ranked #402.

1620 Investment Advisors first reported a position in IYM in Q2 2024 and has held it in 9 quarters since. 94 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

1620 Investment Advisors held 130 shares of iShares US Basic Materials ETF worth $23.3K as of Q2 2026.
1620 Investment Advisors left its iShares US Basic Materials ETF share count unchanged in Q2 2026.
iShares US Basic Materials ETF made up 0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #402 holding.
1620 Investment Advisors first reported a position in iShares US Basic Materials ETF in Q2 2024 and has held it in 9 quarters since.
94 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.