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Arkadios Wealth Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

Arkadios Wealth 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 		$560K Buy
3,119
+246
+9% +$45.1K 0.01% 1072
2026
Q1 		$505K Buy
2,873
+525
+22% +$91.8K 0.01% 1102
2025
Q4 		$361K Sell
2,348
-102
-4% -$15.1K 0.01% 1165
2025
Q3 		$363K Sell
2,450
-113
-4% -$16.5K 0.01% 1083
2025
Q2 		$359K Sell
2,563
-19
-0.7% -$2.52K 0.01% 985
2025
Q1 		$348K Buy
+2,582
New +$352K 0.01% 846
2024
Q4 		– Sell
-1,568
Closed -$235K – 973
2024
Q3 		$235K Sell
1,568
-199
-11% -$28.4K 0.01% 791
2024
Q2 		$247K Buy
+1,767
New +$254K 0.02% 698
2023
Q1 		– Sell
-2,003
Closed -$250K – 620
2022
Q4 		$250K Buy
2,003
+48
+2% +$5.9K 0.03% 453
2022
Q3 		$211K Sell
1,955
-92
-4% -$11K 0.03% 471
2022
Q2 		$241K Sell
2,047
-1,264
-38% -$175K 0.04% 458
2022
Q1 		$495K Buy
3,311
+1,347
+69% +$186K 0.06% 318
2021
Q4 		$275K Buy
1,964
+881
+81% +$119K 0.04% 470
2021
Q3 		$134K Buy
1,083
+104
+11% +$13.6K 0.02% 609
2021
Q2 		$127K Buy
979
+507
+107% +$67.8K 0.02% 658
2021
Q1 		$59K Buy
472
+307
+186% +$36.7K 0.01% 645
2020
Q4 		$18K Hold
165
– – ﹤0.01% 782
2020
Q3 		$17K Hold
165
– – 0.01% 632
2020
Q2 		$15.5K Sell
165
-1,592
-91% -$132K 0.01% 598
2020
Q1 		$122K Buy
1,757
+8
+0.5% +$689 0.08% 206
2019
Q4 		$167K Buy
+1,749
New +$164K 0.1% 172

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

Arkadios Wealth Advisors's IYM Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its iShares US Basic Materials ETF (IYM) stake by 8.6% in Q2 2026, buying an estimated $45.1K and bringing the position to 3,119 shares worth $560K. The position accounts for 0.01% of the portfolio, ranked #1072.

Arkadios Wealth Advisors first reported a position in IYM in Q4 2019 and has held it in 21 quarters since. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Arkadios Wealth Advisors held 3,119 shares of iShares US Basic Materials ETF worth $560K as of Q2 2026.
  • Arkadios Wealth Advisors bought 246 iShares US Basic Materials ETF shares in Q2 2026, an estimated $45.1K.
  • iShares US Basic Materials ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1072 holding.
  • Arkadios Wealth Advisors first reported a position in iShares US Basic Materials ETF in Q4 2019 and has held it in 21 quarters since.
  • 272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.