Ameritas Advisory Services’s iShares US Basic Materials ETF IYM Stock Holding History

Ameritas Advisory Services’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
2025 Q4	–	Sell	-45	Closed	-$6.72K	–	1557
2025 Q3	$6.72K	Sell	45 -986	-96%	-$144K	﹤0.01%	1767
2025 Q2	$144K	Buy	+1,031	New	+$137K	0.01%	842
2023 Q2	–	Sell	-885	Closed	-$117K	–	1579
2023 Q1	$117K	Buy	+885	New	+$118K	0.01%	939

Other funds holding IYM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ameritas Advisory Services's IYM Position: Q4 2025 in Review

Ameritas Advisory Services sold out of iShares US Basic Materials ETF (IYM) in Q4 2025, closing a stake of 45 shares — an estimated $6.72K sold.

Ameritas Advisory Services first reported a position in IYM in Q1 2023 and held it in 3 quarters. The position peaked at $144K in Q2 2025. 200 funds tracked by Wall St. Rank hold IYM as of Q4 2025.

Ameritas Advisory Services reported no remaining iShares US Basic Materials ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 45 iShares US Basic Materials ETF shares in Q4 2025, an estimated $6.72K.
Ameritas Advisory Services first reported a position in iShares US Basic Materials ETF in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's iShares US Basic Materials ETF position peaked at $144K in Q2 2025.
200 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.