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Aptus Capital Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

Aptus Capital Advisors’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 		$13.6K Buy
76
+1
+1% +$183 ﹤0.01% 1569
2026
Q1 		$13.2K Hold
75
– – ﹤0.01% 1456
2025
Q4 		$11.5K Hold
75
– – ﹤0.01% 1476
2025
Q3 		$11.1K Hold
75
– – ﹤0.01% 1422
2025
Q2 		$10.5K Hold
75
– – ﹤0.01% 1357
2025
Q1 		$10.1K Buy
75
+55
+275% +$7.49K ﹤0.01% 1275
2024
Q4 		$2.6K Hold
20
– – ﹤0.01% 1366
2024
Q3 		$3K Hold
20
– – ﹤0.01% 1171
2024
Q2 		$2.8K Sell
20
-287
-93% -$41.3K ﹤0.01% 1096
2024
Q1 		$45.4K Sell
307
-93
-23% -$12.8K ﹤0.01% 902
2023
Q4 		$55.3K Sell
400
-167
-29% -$21.4K ﹤0.01% 669
2023
Q3 		$71.6K Sell
567
-90
-14% -$11.9K ﹤0.01% 653
2023
Q2 		$87.4K Hold
657
– – ﹤0.01% 536
2023
Q1 		$87.1K Hold
657
– – ﹤0.01% 528
2022
Q4 		$82K Hold
657
– – ﹤0.01% 550
2022
Q3 		$71K Sell
657
-10
-1% -$1.2K ﹤0.01% 528
2022
Q2 		$79K Buy
667
+35
+6% +$4.84K ﹤0.01% 437
2022
Q1 		$95K Buy
632
+11
+2% +$1.52K ﹤0.01% 474
2021
Q4 		$87K Sell
621
-6
-1% -$808 ﹤0.01% 400
2021
Q3 		$78K Sell
627
-19
-3% -$2.48K ﹤0.01% 393
2021
Q2 		$84K Buy
646
+507
+365% +$67.8K ﹤0.01% 405
2021
Q1 		$17K Buy
+139
New +$16.6K ﹤0.01% 437

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

Aptus Capital Advisors's IYM Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares US Basic Materials ETF (IYM) stake by 1.3% in Q2 2026, buying an estimated $183 and bringing the position to 76 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

Aptus Capital Advisors first reported a position in IYM in Q1 2021 and has held it in 22 quarters since. The position peaked at $95K in Q1 2022. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Aptus Capital Advisors held 76 shares of iShares US Basic Materials ETF worth $13.6K as of Q2 2026.
  • Aptus Capital Advisors bought 1 iShares US Basic Materials ETF share in Q2 2026, an estimated $183.
  • iShares US Basic Materials ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1569 holding.
  • Aptus Capital Advisors first reported a position in iShares US Basic Materials ETF in Q1 2021 and has held it in 22 quarters since.
  • Aptus Capital Advisors's iShares US Basic Materials ETF position peaked at $95K in Q1 2022.
  • 272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.