Armstrong Advisory Group’s iShares US Basic Materials ETF IYM Stock Holding History

Armstrong Advisory Group’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 Q3	$21.4K	Buy	120 +8	+7%	+$1.47K	﹤0.01%	570
2026 Q2	$20.1K	Sell	112 -1	-0.9%	-$183	﹤0.01%	591
2026 Q1	$19.9K	Sell	113 -7	-6%	-$1.22K	﹤0.01%	565
2025 Q4	$18.5K	Buy	120 +7	+6%	+$1.04K	﹤0.01%	576
2025 Q3	$16.7K	Sell	113 -4	-3%	-$584	﹤0.01%	597
2025 Q2	$16.4K	Buy	117 +38	+48%	+$5.05K	﹤0.01%	571
2025 Q1	$10.3K	Hold	79	–	–	﹤0.01%	617
2024 Q4	$10.3K	Hold	79	–	–	﹤0.01%	617
2024 Q3	$11.9K	Hold	79	–	–	﹤0.01%	573
2024 Q2	$11.1K	Hold	79	–	–	﹤0.01%	568
2024 Q1	$10.9K	Hold	79	–	–	﹤0.01%	554
2023 Q4	$10.9K	Hold	79	–	–	﹤0.01%	554
2023 Q3	$10K	Hold	79	–	–	﹤0.01%	599
2023 Q2	$10.5K	Hold	79	–	–	﹤0.01%	575
2023 Q1	$10.5K	Hold	79	–	–	﹤0.01%	565
2022 Q4	$9.9K	Buy	+79	New	+$9.7K	﹤0.01%	586

Other funds holding IYM

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

Three Seasons Wealth Salt Lake City, Utah $1.12B AUM 34.1% 1-Year Est. Return

Financial Planning Fort Collins Fort Collins, Colorado $137M AUM 12.62% 1-Year Est. Return

Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return

Armstrong Advisory Group's IYM Position: Q3 2026 in Review

Armstrong Advisory Group increased its iShares US Basic Materials ETF (IYM) stake by 7.1% in Q3 2026, buying an estimated $1.47K and bringing the position to 120 shares worth $21.4K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

Armstrong Advisory Group first reported a position in IYM in Q4 2022 and has held it in 16 quarters since. 122 funds tracked by Wall St. Rank hold IYM as of Q3 2026.

Armstrong Advisory Group held 120 shares of iShares US Basic Materials ETF worth $21.4K as of Q3 2026.
Armstrong Advisory Group bought 8 iShares US Basic Materials ETF shares in Q3 2026, an estimated $1.47K.
iShares US Basic Materials ETF made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #570 holding.
Armstrong Advisory Group first reported a position in iShares US Basic Materials ETF in Q4 2022 and has held it in 16 quarters since.
122 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.