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Atria Investments’s iShares US Basic Materials ETF IYM Stock Holding History

Atria Investments’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 		$2.45M Buy
+13,666
New +$2.5M 0.02% 664
2022
Q4 		– Sell
-11,041
Closed -$1.19M – 791
2022
Q3 		$1.19M Buy
11,041
+2,388
+28% +$286K 0.03% 660
2022
Q2 		$1.02M Sell
8,653
-30
-0.3% -$4.15K 0.02% 742
2022
Q1 		$1.3M Buy
+8,683
New +$1.2M 0.02% 737
2014
Q4 		– Sell
-3,600
Closed -$310K – 440
2014
Q3 		$310K Sell
3,600
-141
-4% -$12.4K 0.03% 357
2014
Q2 		$327K Sell
3,741
-19,461
-84% -$1.65M 0.03% 326
2014
Q1 		$1.93M Buy
23,202
+19,545
+534% +$1.58M 0.2% 99
2013
Q4 		$298K Sell
3,657
-11
-0.3% -$853 0.03% 378
2013
Q3 		$271K Buy
+3,668
New +$263K 0.03% 385

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

Atria Investments's IYM Position: Q2 2026 in Review

Atria Investments opened a new position in iShares US Basic Materials ETF (IYM) in Q2 2026: 13,666 shares worth $2.45M. The stake represents 0.02% of the portfolio and ranks #664 among its holdings. This is a return to the name: Atria Investments previously reported a position in IYM as recently as Q3 2022.

Atria Investments first reported a position in IYM in Q3 2013 and has held it in 9 quarters since. 274 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Atria Investments held 13,666 shares of iShares US Basic Materials ETF worth $2.45M as of Q2 2026.
  • iShares US Basic Materials ETF was a new Atria Investments position in Q2 2026.
  • iShares US Basic Materials ETF made up 0.02% of Atria Investments's portfolio in Q2 2026, its #664 holding.
  • Atria Investments first reported a position in iShares US Basic Materials ETF in Q3 2013 and has held it in 9 quarters since.
  • 274 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.