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Asset Dedication LLC’s iShares US Basic Materials ETF IYM Stock Holding History

Asset Dedication LLC’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 		$2.69K Buy
+15
New +$2.75K ﹤0.01% 1005
2022
Q4 		– Sell
-37
Closed -$4K – 1064
2022
Q3 		$4K Buy
+37
New +$4.43K ﹤0.01% 745

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

Asset Dedication LLC's IYM Position: Q2 2026 in Review

Asset Dedication LLC opened a new position in iShares US Basic Materials ETF (IYM) in Q2 2026: 15 shares worth $2.69K. The stake represents ﹤0.01% of the portfolio and ranks #1005 among its holdings. This is a return to the name: Asset Dedication LLC previously reported a position in IYM as recently as Q3 2022.

Asset Dedication LLC first reported a position in IYM in Q3 2022 and has held it in 2 quarters since. The position peaked at $4K in Q3 2022. 273 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Asset Dedication LLC held 15 shares of iShares US Basic Materials ETF worth $2.69K as of Q2 2026.
  • iShares US Basic Materials ETF was a new Asset Dedication LLC position in Q2 2026.
  • iShares US Basic Materials ETF made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #1005 holding.
  • Asset Dedication LLC first reported a position in iShares US Basic Materials ETF in Q3 2022 and has held it in 2 quarters since.
  • Asset Dedication LLC's iShares US Basic Materials ETF position peaked at $4K in Q3 2022.
  • 273 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.