BankPlus Trust Department’s iShares US Basic Materials ETF IYM Stock Holding History

BankPlus Trust Department’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	$37.6K	Hold	214	–	–	0.01%	289
2025 Q4	$32.9K	Hold	214	–	–	0.01%	286
2025 Q3	$31.7K	Hold	214	–	–	0.01%	285
2025 Q2	$30K	Hold	214	–	–	0.01%	273
2025 Q1	$28.8K	Hold	214	–	–	0.01%	273
2024 Q4	$27.8K	Buy	+214	New	+$30.9K	0.01%	274

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

BankPlus Trust Department's IYM Position: Q1 2026 in Review

BankPlus Trust Department held its iShares US Basic Materials ETF (IYM) position steady in Q1 2026 at 214 shares worth $37.6K. The position accounts for 0.01% of the portfolio, ranked #289.

BankPlus Trust Department first reported a position in IYM in Q4 2024 and has held it in 6 quarters since. 246 funds tracked by Wall St. Rank hold IYM as of Q1 2026.

BankPlus Trust Department held 214 shares of iShares US Basic Materials ETF worth $37.6K as of Q1 2026.
BankPlus Trust Department left its iShares US Basic Materials ETF share count unchanged in Q1 2026.
iShares US Basic Materials ETF made up 0.01% of BankPlus Trust Department's portfolio in Q1 2026, its #289 holding.
BankPlus Trust Department first reported a position in iShares US Basic Materials ETF in Q4 2024 and has held it in 6 quarters since.
246 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.