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Balboa Wealth Partners’s iShares US Basic Materials ETF IYM Stock Holding History

Balboa Wealth Partners’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 		$1.32M Buy
+7,364
New +$1.35M 0.18% 99
2023
Q3 		– Sell
-4,603
Closed -$612K – 302
2023
Q2 		$612K Buy
+4,603
New +$593K 0.21% 86

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

Balboa Wealth Partners's IYM Position: Q2 2026 in Review

Balboa Wealth Partners opened a new position in iShares US Basic Materials ETF (IYM) in Q2 2026: 7,364 shares worth $1.32M. The stake represents 0.18% of the portfolio and ranks #99 among its holdings. This is a return to the name: Balboa Wealth Partners previously reported a position in IYM as recently as Q2 2023.

Balboa Wealth Partners first reported a position in IYM in Q2 2023 and has held it in 2 quarters since. 273 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Balboa Wealth Partners held 7,364 shares of iShares US Basic Materials ETF worth $1.32M as of Q2 2026.
  • iShares US Basic Materials ETF was a new Balboa Wealth Partners position in Q2 2026.
  • iShares US Basic Materials ETF made up 0.18% of Balboa Wealth Partners's portfolio in Q2 2026, its #99 holding.
  • Balboa Wealth Partners first reported a position in iShares US Basic Materials ETF in Q2 2023 and has held it in 2 quarters since.
  • 273 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.