Atlantic Edge Private Wealth Management’s iShares US Basic Materials ETF IYM Stock Holding History

Atlantic Edge Private Wealth Management’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	$88K	Hold	490	–	–	0.02%	205
2026 Q1	$86.2K	Hold	490	–	–	0.02%	192
2025 Q4	$75.4K	Hold	490	–	–	0.02%	188
2025 Q3	$72.6K	Hold	490	–	–	0.02%	188
2025 Q2	$68.6K	Hold	490	–	–	0.02%	184
2025 Q1	$66.1K	Hold	490	–	–	0.02%	180
2024 Q4	$63.7K	Hold	490	–	–	0.02%	183
2024 Q3	$73.6K	Hold	490	–	–	0.02%	176
2024 Q2	$68.6K	Hold	490	–	–	0.02%	173
2024 Q1	$72.4K	Hold	490	–	–	0.02%	167
2023 Q4	$67.7K	Buy	+490	New	+$62.9K	0.03%	167

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

Atlantic Edge Private Wealth Management's IYM Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its iShares US Basic Materials ETF (IYM) position steady in Q2 2026 at 490 shares worth $88K. The position accounts for 0.02% of the portfolio, ranked #205.

Atlantic Edge Private Wealth Management first reported a position in IYM in Q4 2023 and has held it in 11 quarters since. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

Atlantic Edge Private Wealth Management held 490 shares of iShares US Basic Materials ETF worth $88K as of Q2 2026.
Atlantic Edge Private Wealth Management left its iShares US Basic Materials ETF share count unchanged in Q2 2026.
iShares US Basic Materials ETF made up 0.02% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #205 holding.
Atlantic Edge Private Wealth Management first reported a position in iShares US Basic Materials ETF in Q4 2023 and has held it in 11 quarters since.
272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.