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Bartlett & Co Wealth Management’s iShares US Basic Materials ETF IYM Stock Holding History

Bartlett & Co Wealth Management’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 		$1.07M Buy
5,956
+197
+3% +$36.1K 0.01% 270
2026
Q1 		$1.03M Sell
5,759
-437
-7% -$76.4K 0.01% 263
2025
Q4 		$954K Buy
6,196
+2,578
+71% +$382K 0.01% 267
2025
Q3 		$536K Hold
3,618
– – 0.01% 326
2025
Q2 		$507K Hold
3,618
– – 0.01% 329
2025
Q1 		$488K Buy
3,618
+2,000
+124% +$272K 0.01% 334
2024
Q4 		$210K Sell
1,618
-320
-17% -$46.2K ﹤0.01% 435
2024
Q3 		$291K Sell
1,938
-195
-9% -$27.8K ﹤0.01% 405
2024
Q2 		$299K Sell
2,133
-54
-2% -$7.77K ﹤0.01% 394
2024
Q1 		$323K Sell
2,187
-768
-26% -$105K 0.01% 392
2023
Q4 		$410K Sell
2,955
-456
-13% -$58.5K 0.01% 370
2023
Q3 		$433K Hold
3,411
– – 0.01% 354
2023
Q2 		$454K Hold
3,411
– – 0.01% 354
2023
Q1 		$452K Sell
3,411
-56
-2% -$7.44K 0.01% 297
2022
Q4 		$433K Sell
3,467
-74
-2% -$9.1K 0.01% 306
2022
Q3 		$383K Sell
3,541
-74
-2% -$8.87K 0.01% 308
2022
Q2 		$426K Sell
3,615
-71
-2% -$9.82K 0.01% 295
2022
Q1 		$551K Buy
3,686
+273
+8% +$37.7K 0.01% 287
2021
Q4 		$479K Sell
3,413
-397
-10% -$53.5K 0.01% 302
2021
Q3 		$475K Hold
3,810
– – 0.01% 263
2021
Q2 		$497K Buy
3,810
+100
+3% +$13.4K 0.01% 263
2021
Q1 		$466K Sell
3,710
-365
-9% -$43.6K 0.01% 266
2020
Q4 		$462K Buy
4,075
+556
+16% +$59.2K 0.01% 263
2020
Q3 		$348K Buy
3,519
+569
+19% +$55.9K 0.01% 268
2020
Q2 		$263K Buy
2,950
+120
+4% +$9.93K 0.01% 283
2020
Q1 		$196K Hold
2,830
– – 0.01% 295
2019
Q4 		$277K Hold
2,830
– – 0.01% 298
2019
Q3 		$261K Hold
2,830
– – 0.01% 297
2019
Q2 		$269K Hold
2,830
– – 0.01% 240
2019
Q1 		$259K Hold
2,830
– – 0.01% 239
2018
Q4 		$238K Hold
2,830
– – 0.01% 239
2018
Q3 		$280K Hold
2,830
– – 0.01% 230
2018
Q2 		$281K Sell
2,830
-245
-8% -$24.5K 0.01% 226
2018
Q1 		$295K Buy
+3,075
New +$315K 0.01% 221

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

Bartlett & Co Wealth Management's IYM Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its iShares US Basic Materials ETF (IYM) stake by 3.4% in Q2 2026, buying an estimated $36.1K and bringing the position to 5,956 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #270.

Bartlett & Co Wealth Management first reported a position in IYM in Q1 2018 and has held it in 34 quarters since. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Bartlett & Co Wealth Management held 5,956 shares of iShares US Basic Materials ETF worth $1.07M as of Q2 2026.
  • Bartlett & Co Wealth Management bought 197 iShares US Basic Materials ETF shares in Q2 2026, an estimated $36.1K.
  • iShares US Basic Materials ETF made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #270 holding.
  • Bartlett & Co Wealth Management first reported a position in iShares US Basic Materials ETF in Q1 2018 and has held it in 34 quarters since.
  • 272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.