Baird Financial Group
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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
Q2 		$253K Sell
1,408
-26
-2% -$4.76K ﹤0.01% 1793
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

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

Baird Financial Group's IYM Position: Q2 2026 in Review

Baird Financial Group reduced its iShares US Basic Materials ETF (IYM) stake by 1.8% in Q2 2026, selling an estimated $4.76K and leaving 1,408 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #1793.

Baird Financial Group first reported a position in IYM in Q2 2022 and has held it in 6 quarters since. The position peaked at $1.01M in Q2 2022. 273 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Baird Financial Group held 1,408 shares of iShares US Basic Materials ETF worth $253K as of Q2 2026.
  • Baird Financial Group sold 26 iShares US Basic Materials ETF shares in Q2 2026, an estimated $4.76K.
  • iShares US Basic Materials ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1793 holding.
  • Baird Financial Group first reported a position in iShares US Basic Materials ETF in Q2 2022 and has held it in 6 quarters since.
  • Baird Financial Group's iShares US Basic Materials ETF position peaked at $1.01M in Q2 2022.
  • 273 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.