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

Allworth 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 		$72.8K Sell
406
-312
-43% -$57.1K ﹤0.01% 2175
2026
Q1 		$126K Buy
718
+1
+0.1% +$175 ﹤0.01% 1685
2025
Q4 		$110K Buy
717
+297
+71% +$44K ﹤0.01% 1690
2025
Q3 		$62.2K Hold
420
– – ﹤0.01% 1976
2025
Q2 		$58.8K Sell
420
-14
-3% -$1.86K ﹤0.01% 1857
2025
Q1 		$56.8K Sell
434
-13
-3% -$1.77K ﹤0.01% 1494
2024
Q4 		$61.4K Buy
447
+41
+10% +$5.92K ﹤0.01% 1477
2024
Q3 		$60.9K Sell
406
-265
-39% -$37.8K ﹤0.01% 1317
2024
Q2 		$95.6K Sell
671
-73
-10% -$10.5K ﹤0.01% 1095
2024
Q1 		$110K Hold
744
– – ﹤0.01% 987
2023
Q4 		$103K Sell
744
-193
-21% -$24.8K ﹤0.01% 930
2023
Q3 		$118K Hold
937
– – ﹤0.01% 825
2023
Q2 		$125K Sell
937
-185
-16% -$23.8K ﹤0.01% 819
2023
Q1 		$149K Buy
1,122
+1
+0.1% +$133 ﹤0.01% 723
2022
Q4 		$140K Sell
1,121
-143
-11% -$17.6K ﹤0.01% 718
2022
Q3 		$137K Sell
1,264
-152
-11% -$18.2K ﹤0.01% 684
2022
Q2 		$167K Sell
1,416
-329
-19% -$45.5K ﹤0.01% 593
2022
Q1 		$261K Buy
1,745
+1,236
+243% +$171K ﹤0.01% 509
2021
Q4 		$71K Buy
509
+3
+0.6% +$404 ﹤0.01% 762
2021
Q3 		$63K Buy
+506
New +$66K ﹤0.01% 724
2018
Q4 		– Sell
-4
Closed – – 899
2018
Q3 		$0 Buy
+4
New +$402 ﹤0.01% 941
2016
Q4 		– Sell
-60
Closed -$5K – 702
2016
Q3 		$5K Buy
+60
New +$4.76K ﹤0.01% 500

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

Allworth Financial's IYM Position: Q2 2026 in Review

Allworth Financial reduced its iShares US Basic Materials ETF (IYM) stake by 43% in Q2 2026, selling an estimated $57.1K and leaving 406 shares worth $72.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2175.

Allworth Financial first reported a position in IYM in Q3 2016 and has held it in 22 quarters since. The position peaked at $261K in Q1 2022. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Allworth Financial held 406 shares of iShares US Basic Materials ETF worth $72.8K as of Q2 2026.
  • Allworth Financial sold 312 iShares US Basic Materials ETF shares in Q2 2026, an estimated $57.1K.
  • iShares US Basic Materials ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2175 holding.
  • Allworth Financial first reported a position in iShares US Basic Materials ETF in Q3 2016 and has held it in 22 quarters since.
  • Allworth Financial's iShares US Basic Materials ETF position peaked at $261K in Q1 2022.
  • 272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.