Arax Advisory Partners’s iShares US Basic Materials ETF IYM Stock Holding History

Arax Advisory Partners’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	$180	Buy	+1	New	+$183	﹤0.01%	5106
2026 Q1	–	Sell	-1	Closed	-$154	–	4074
2025 Q4	$154	Buy	+1	New	+$148	﹤0.01%	3762
2020 Q2	–	Sell	-35	Closed	-$2K	–	694
2020 Q1	$2K	Hold	35	–	–	﹤0.01%	632
2019 Q4	$3K	Hold	35	–	–	﹤0.01%	535
2019 Q3	$3K	Hold	35	–	–	﹤0.01%	541
2019 Q2	$3K	Buy	+35	New	+$3.21K	﹤0.01%	538
2018 Q4	$53K	Sell	626 -191	-23%	-$17.1K	0.02%	263
2018 Q3	$80K	Sell	817 -92	-10%	-$9.25K	0.03%	231
2018 Q2	$90K	Buy	909 +32	+4%	+$3.2K	0.04%	172
2018 Q1	$84K	Sell	877 -210	-19%	-$21.5K	0.04%	153
2017 Q4	$111K	Sell	1,087 -143	-12%	-$14.2K	0.05%	142
2017 Q3	$117K	Sell	1,230 -1,396	-53%	-$129K	0.06%	133
2017 Q2	$234K	Hold	2,626	–	–	0.11%	76
2017 Q1	$234K	Sell	2,626 -41	-2%	-$3.59K	0.11%	64
2016 Q4	$222K	Buy	+2,667	New	+$216K	0.11%	56

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

Arax Advisory Partners's IYM Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in iShares US Basic Materials ETF (IYM) in Q2 2026: 1 share worth $180. The stake represents ﹤0.01% of the portfolio and ranks #5106 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in IYM as recently as Q4 2025.

Arax Advisory Partners first reported a position in IYM in Q4 2016 and has held it in 15 quarters since. The position peaked at $234K in Q2 2017. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

Arax Advisory Partners held 1 share of iShares US Basic Materials ETF worth $180 as of Q2 2026.
iShares US Basic Materials ETF was a new Arax Advisory Partners position in Q2 2026.
iShares US Basic Materials ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #5106 holding.
Arax Advisory Partners first reported a position in iShares US Basic Materials ETF in Q4 2016 and has held it in 15 quarters since.
Arax Advisory Partners's iShares US Basic Materials ETF position peaked at $234K in Q2 2017.
272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.