AssetMark Inc’s iShares US Basic Materials ETF IYM Stock Holding History

AssetMark Inc’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	$27.4M	Buy	+152,872	New	+$28M	0.05%	298
2022 Q1	–	Sell	-86	Closed	-$12K	–	1654
2021 Q4	$12K	Hold	86	–	–	﹤0.01%	1135
2021 Q3	$11K	Buy	+86	New	+$11.2K	﹤0.01%	1037
2018 Q1	–	Sell	-63	Closed	-$6K	–	1691
2017 Q4	$6K	Sell	63 -52	-45%	-$5.16K	﹤0.01%	1212
2017 Q3	$11K	Sell	115 -564	-83%	-$52.1K	﹤0.01%	1027
2017 Q2	$61K	Buy	679 +672	+9,600%	+$59.7K	﹤0.01%	638
2017 Q1	$1K	Buy	+7	New	+$613	﹤0.01%	1206
2016 Q2	–	Sell	-130	Closed	-$10K	–	1225
2016 Q1	$10K	Hold	130	–	–	﹤0.01%	876
2015 Q4	$9K	Buy	+130	New	+$9.37K	﹤0.01%	899

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc's IYM Position: Q2 2026 in Review

AssetMark Inc opened a new position in iShares US Basic Materials ETF (IYM) in Q2 2026: 152,872 shares worth $27.4M. The stake represents 0.05% of the portfolio and ranks #298 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in IYM as recently as Q4 2021.

AssetMark Inc first reported a position in IYM in Q4 2015 and has held it in 9 quarters since. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

AssetMark Inc held 152,872 shares of iShares US Basic Materials ETF worth $27.4M as of Q2 2026.
iShares US Basic Materials ETF was a new AssetMark Inc position in Q2 2026.
iShares US Basic Materials ETF made up 0.05% of AssetMark Inc's portfolio in Q2 2026, its #298 holding.
AssetMark Inc first reported a position in iShares US Basic Materials ETF in Q4 2015 and has held it in 9 quarters since.
272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.