Action Point Financial Planning’s iShares US Basic Materials ETF IYM Stock Holding History

Action Point Financial Planning’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	$56.3K	Buy	+313	New	+$57.3K	0.01%	777

Other funds holding IYM

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 New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Action Point Financial Planning's IYM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares US Basic Materials ETF (IYM) in Q2 2026: 313 shares worth $56.3K. The stake represents 0.01% of the portfolio and ranks #777 among its holdings.

272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

Action Point Financial Planning held 313 shares of iShares US Basic Materials ETF worth $56.3K as of Q2 2026.
iShares US Basic Materials ETF was a new Action Point Financial Planning position in Q2 2026.
iShares US Basic Materials ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #777 holding.
272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.