Advisornet Financial’s iShares US Basic Materials ETF IYM Stock Holding History

Advisornet Financial’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	$896K	Buy	4,990 +4,945	+10,989%	+$906K	0.04%	298
2026 Q1	$7.92K	Hold	45	–	–	﹤0.01%	1611
2025 Q4	$6.93K	Hold	45	–	–	﹤0.01%	1662
2025 Q3	$6.67K	Hold	45	–	–	﹤0.01%	1634
2025 Q2	$6.3K	Hold	45	–	–	﹤0.01%	1612
2025 Q1	$6.07K	Hold	45	–	–	﹤0.01%	1568
2024 Q4	$5.85K	Hold	45	–	–	﹤0.01%	1450
2024 Q3	$6.76K	Hold	45	–	–	﹤0.01%	1522
2024 Q2	$6.3K	Hold	45	–	–	﹤0.01%	1421
2024 Q1	$6.65K	Hold	45	–	–	﹤0.01%	1381
2023 Q4	$6.22K	Hold	45	–	–	﹤0.01%	1443
2023 Q3	$5.68K	Hold	45	–	–	﹤0.01%	1393
2023 Q2	$5.99K	Hold	45	–	–	﹤0.01%	1456
2023 Q1	$5.96K	Hold	45	–	–	﹤0.01%	1444
2022 Q4	$5.62K	Sell	45 -428	-90%	-$52.6K	﹤0.01%	1444
2022 Q3	$51K	Buy	473 +95	+25%	+$11.4K	0.01%	844
2022 Q2	$44K	Buy	+378	New	+$52.3K	﹤0.01%	903
2020 Q4	–	Sell	-70	Closed	-$7K	–	1750
2020 Q3	$7K	Buy	+70	New	+$6.87K	﹤0.01%	1358

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

Advisornet Financial's IYM Position: Q2 2026 in Review

Advisornet Financial increased its iShares US Basic Materials ETF (IYM) stake by 10,989% in Q2 2026, buying an estimated $906K and bringing the position to 4,990 shares worth $896K. The position accounts for 0.04% of the portfolio, ranked #298.

Advisornet Financial first reported a position in IYM in Q3 2020 and has held it in 18 quarters since. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

Advisornet Financial held 4,990 shares of iShares US Basic Materials ETF worth $896K as of Q2 2026.
Advisornet Financial bought 4,945 iShares US Basic Materials ETF shares in Q2 2026, an estimated $906K.
iShares US Basic Materials ETF made up 0.04% of Advisornet Financial's portfolio in Q2 2026, its #298 holding.
Advisornet Financial first reported a position in iShares US Basic Materials ETF in Q3 2020 and has held it in 18 quarters since.
272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.