Baird Financial Group’s iShares US Basic Materials ETF IYM Stock Holding History

Baird Financial Group’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 Q1	$252K	Hold	1,434	–	–	﹤0.01%	1696
2025 Q4	$221K	Hold	1,434	–	–	﹤0.01%	1711
2025 Q3	$213K	Sell	1,434 -17	-1%	-$2.48K	﹤0.01%	1717
2025 Q2	$203K	Buy	+1,451	New	+$193K	﹤0.01%	1704
2022 Q3	–	Sell	-8,572	Closed	-$1.01M	–	1772
2022 Q2	$1.01M	Buy	+8,572	New	+$1.19M	﹤0.01%	1081

Other funds holding IYM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

Baird Financial Group's IYM Position: Q1 2026 in Review

Baird Financial Group held its iShares US Basic Materials ETF (IYM) position steady in Q1 2026 at 1,434 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #1696.

Baird Financial Group first reported a position in IYM in Q2 2022 and has held it in 5 quarters since. The position peaked at $1.01M in Q2 2022. 246 funds tracked by Wall St. Rank hold IYM as of Q1 2026.

Baird Financial Group held 1,434 shares of iShares US Basic Materials ETF worth $252K as of Q1 2026.
Baird Financial Group left its iShares US Basic Materials ETF share count unchanged in Q1 2026.
iShares US Basic Materials ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1696 holding.
Baird Financial Group first reported a position in iShares US Basic Materials ETF in Q2 2022 and has held it in 5 quarters since.
Baird Financial Group's iShares US Basic Materials ETF position peaked at $1.01M in Q2 2022.
246 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.