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

Atria Wealth Solutions’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
2025 Q2	$202K	Buy	+1,442	New	+$191K	﹤0.01%	1390
2025 Q1	–	Sell	-2,009	Closed	-$261K	–	1977
2024 Q4	$261K	Buy	2,009 +8	+0.4%	+$1.16K	﹤0.01%	1643
2024 Q3	$300K	Buy	2,001 +64	+3%	+$9.13K	﹤0.01%	1517
2024 Q2	$271K	Buy	1,937 +7	+0.4%	+$1.01K	﹤0.01%	1570
2024 Q1	$285K	Buy	1,930 +6	+0.3%	+$824	﹤0.01%	1586
2023 Q4	$266K	Buy	+1,924	New	+$247K	﹤0.01%	1580

Other funds holding IYM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Atria Wealth Solutions's IYM Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in iShares US Basic Materials ETF (IYM) in Q2 2025: 1,442 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #1390 among its holdings. This is a return to the name: Atria Wealth Solutions previously reported a position in IYM as recently as Q4 2024.

Atria Wealth Solutions first reported a position in IYM in Q4 2023 and has held it in 6 quarters since. The position peaked at $300K in Q3 2024. 184 funds tracked by Wall St. Rank hold IYM as of Q2 2025.

Atria Wealth Solutions held 1,442 shares of iShares US Basic Materials ETF worth $202K as of Q2 2025.
iShares US Basic Materials ETF was a new Atria Wealth Solutions position in Q2 2025.
iShares US Basic Materials ETF made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1390 holding.
Atria Wealth Solutions first reported a position in iShares US Basic Materials ETF in Q4 2023 and has held it in 6 quarters since.
Atria Wealth Solutions's iShares US Basic Materials ETF position peaked at $300K in Q3 2024.
184 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.