AWM
IYM icon

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

AE 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 		$69.6K Sell
388
-100,899
-100% -$18.5M ﹤0.01% 2012
2026
Q1 		$17.8M Buy
101,287
+83,987
+485% +$14.7M 0.1% 221
2025
Q4 		$2.66M Buy
17,300
+1,495
+9% +$221K 0.02% 533
2025
Q3 		$2.34M Buy
15,805
+65
+0.4% +$9.49K 0.01% 525
2025
Q2 		$2.2M Buy
15,740
+1,328
+9% +$176K 0.02% 516
2025
Q1 		$1.94M Buy
14,412
+13,698
+1,918% +$1.87M 0.02% 536
2024
Q4 		$92.8K Sell
714
-14,736
-95% -$2.13M ﹤0.01% 1449
2024
Q3 		$2.32M Buy
15,450
+583
+4% +$83.2K 0.02% 489
2024
Q2 		$2.08M Buy
14,867
+1,283
+9% +$185K 0.02% 509
2024
Q1 		$2.01M Sell
13,584
-5,346
-28% -$734K 0.02% 487
2023
Q4 		$2.52M Sell
18,930
-8,515
-31% -$1.09M 0.01% 826
2023
Q3 		$3.47M Buy
27,445
+8,106
+42% +$1.07M 0.02% 661
2023
Q2 		$2.57M Buy
19,339
+2,221
+13% +$286K 0.02% 762
2023
Q1 		$2.27M Buy
17,118
+5,332
+45% +$709K 0.01% 752
2022
Q4 		$1.47M Sell
11,786
-26,902
-70% -$3.31M 0.01% 849
2022
Q3 		$4.18M Buy
38,688
+16,379
+73% +$1.96M 0.03% 471
2022
Q2 		$2.63M Buy
22,309
+1,468
+7% +$203K 0.02% 578
2022
Q1 		$3.12M Buy
20,841
+14,924
+252% +$2.06M 0.02% 578
2021
Q4 		$830K Sell
5,917
-3,576
-38% -$482K 0.01% 1010
2021
Q3 		$1.18M Buy
+9,493
New +$1.24M 0.01% 819
2021
Q1 		– Sell
-41,531
Closed -$4.71M – 1528
2020
Q4 		$4.71M Buy
+41,531
New +$4.42M 0.05% 284

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

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

AE Wealth Management reduced its iShares US Basic Materials ETF (IYM) stake by 100% in Q2 2026, selling an estimated $18.5M and leaving 388 shares worth $69.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2012.

AE Wealth Management first reported a position in IYM in Q4 2020 and has held it in 21 quarters since. The position peaked at $17.8M in Q1 2026. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • AE Wealth Management held 388 shares of iShares US Basic Materials ETF worth $69.6K as of Q2 2026.
  • AE Wealth Management sold 100,899 iShares US Basic Materials ETF shares in Q2 2026, an estimated $18.5M.
  • iShares US Basic Materials ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2012 holding.
  • AE Wealth Management first reported a position in iShares US Basic Materials ETF in Q4 2020 and has held it in 21 quarters since.
  • AE Wealth Management's iShares US Basic Materials ETF position peaked at $17.8M in Q1 2026.
  • 272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.