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Beacon Pointe Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

Beacon Pointe Advisors’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 		$883K Sell
4,918
-1,493
-23% -$273K ﹤0.01% 1091
2026
Q1 		$1.13M Buy
6,411
+255
+4% +$44.6K 0.01% 949
2025
Q4 		$948K Buy
6,156
+4,688
+319% +$694K 0.01% 850
2025
Q3 		$218K Sell
1,468
-752
-34% -$110K ﹤0.01% 1293
2025
Q2 		$311K Buy
2,220
+2
+0.1% +$266 ﹤0.01% 1034
2025
Q1 		$299K Sell
2,218
-7
-0.3% -$954 ﹤0.01% 1025
2024
Q4 		$289K Buy
2,225
+537
+32% +$77.6K ﹤0.01% 1025
2024
Q3 		$253K Buy
1,688
+1
+0.1% +$143 ﹤0.01% 1085
2024
Q2 		$236K Sell
1,687
-531
-24% -$76.4K ﹤0.01% 1133
2024
Q1 		$328K Buy
2,218
+96
+5% +$13.2K ﹤0.01% 1083
2023
Q4 		$293K Sell
2,122
-323
-13% -$41.5K ﹤0.01% 1088
2023
Q3 		$309K Sell
2,445
-100
-4% -$13.2K ﹤0.01% 1058
2023
Q2 		$339K Buy
2,545
+198
+8% +$25.5K 0.01% 849
2023
Q1 		$311K Buy
2,347
+16
+0.7% +$2.13K 0.01% 922
2022
Q4 		$291K Buy
2,331
+5
+0.2% +$615 0.01% 872
2022
Q3 		$254K Hold
2,326
– – 0.01% 844
2022
Q2 		$277K Sell
2,326
-233
-9% -$32.2K 0.01% 852
2022
Q1 		$383K Buy
2,559
+752
+42% +$104K 0.01% 892
2021
Q4 		$253K Sell
1,807
-575
-24% -$77.4K 0.01% 795
2021
Q3 		$297K Buy
+2,382
New +$311K 0.01% 709

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

Beacon Pointe Advisors's IYM Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its iShares US Basic Materials ETF (IYM) stake by 23% in Q2 2026, selling an estimated $273K and leaving 4,918 shares worth $883K. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

Beacon Pointe Advisors first reported a position in IYM in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.13M in Q1 2026. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Beacon Pointe Advisors held 4,918 shares of iShares US Basic Materials ETF worth $883K as of Q2 2026.
  • Beacon Pointe Advisors sold 1,493 iShares US Basic Materials ETF shares in Q2 2026, an estimated $273K.
  • iShares US Basic Materials ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1091 holding.
  • Beacon Pointe Advisors first reported a position in iShares US Basic Materials ETF in Q3 2021 and has held it in 20 quarters since.
  • Beacon Pointe Advisors's iShares US Basic Materials ETF position peaked at $1.13M in Q1 2026.
  • 272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.