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Abound Wealth Management’s iShares US Basic Materials ETF IYM Stock Holding History

Abound Wealth 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
2026
Q2 		$31.5K Hold
176
– – 0.01% 299
2026
Q1 		$30.9K Hold
176
– – 0.01% 323
2025
Q4 		$27K Hold
176
– – 0.01% 313
2025
Q3 		$26K Hold
176
– – 0.01% 308
2025
Q2 		$24.6K Hold
176
– – 0.01% 296
2025
Q1 		$23.7K Hold
176
– – 0.01% 271
2024
Q4 		$22.8K Hold
176
– – 0.01% 266
2024
Q3 		$26.4K Hold
176
– – 0.01% 249
2024
Q2 		$24.6K Hold
176
– – 0.01% 230
2024
Q1 		$25.9K Hold
176
– – 0.01% 205
2023
Q4 		$24.3K Hold
176
– – 0.01% 227
2023
Q3 		$22.2K Hold
176
– – 0.01% 207
2023
Q2 		$23.4K Hold
176
– – 0.01% 200
2023
Q1 		$23.3K Hold
176
– – 0.01% 191
2022
Q4 		$21.9K Hold
176
– – 0.01% 185
2022
Q3 		$19K Hold
176
– – 0.01% 196
2022
Q2 		$20.7K Sell
176
-140
-44% -$19.4K 0.01% 80
2022
Q1 		$47.3K Buy
316
+140
+80% +$19.3K 0.03% 65
2021
Q4 		$24.6K Buy
+176
New +$23.7K 0.02% 78

Other funds holding IYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $331M AUM 81.85% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Abound Wealth Management's IYM Position: Q2 2026 in Review

Abound Wealth Management held its iShares US Basic Materials ETF (IYM) position steady in Q2 2026 at 176 shares worth $31.5K. The position accounts for 0.01% of the portfolio, ranked #299.

Abound Wealth Management first reported a position in IYM in Q4 2021 and has held it in 19 quarters since. The position peaked at $47.3K in Q1 2022. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Abound Wealth Management held 176 shares of iShares US Basic Materials ETF worth $31.5K as of Q2 2026.
  • Abound Wealth Management left its iShares US Basic Materials ETF share count unchanged in Q2 2026.
  • iShares US Basic Materials ETF made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #299 holding.
  • Abound Wealth Management first reported a position in iShares US Basic Materials ETF in Q4 2021 and has held it in 19 quarters since.
  • Abound Wealth Management's iShares US Basic Materials ETF position peaked at $47.3K in Q1 2022.
  • 272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.