Belpointe Asset Management’s iShares US Basic Materials ETF IYM Stock Holding History

Belpointe Asset 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	$511K	Buy	+2,848	New	+$522K	0.02%	714
2026 Q1	–	Sell	-1,737	Closed	-$267K	–	1133
2025 Q4	$267K	Buy	+1,737	New	+$257K	0.01%	855
2023 Q2	–	Sell	-321	Closed	-$42.6K	–	1988
2023 Q1	$42.6K	Buy	321 +164	+104%	+$21.8K	﹤0.01%	1799
2022 Q4	$19.6K	Buy	+157	New	+$19.3K	﹤0.01%	2201
2022 Q2	–	Sell	-987	Closed	-$148K	–	1205
2022 Q1	$148K	Buy	+987	New	+$136K	0.01%	1043
2021 Q4	–	Sell	-10,396	Closed	-$1.29M	–	1231
2021 Q3	$1.29M	Buy	+10,396	New	+$1.36M	0.09%	246
2021 Q2	–	Sell	-807	Closed	-$101K	–	1159
2021 Q1	$101K	Sell	807 -1,353	-63%	-$162K	0.01%	999
2020 Q4	$245K	Buy	+2,160	New	+$230K	0.02%	631

Other funds holding IYM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

SFS

Sharp Financial Services Horsham, Pennsylvania $216M AUM 23.88% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Belpointe Asset Management's IYM Position: Q2 2026 in Review

Belpointe Asset Management opened a new position in iShares US Basic Materials ETF (IYM) in Q2 2026: 2,848 shares worth $511K. The stake represents 0.02% of the portfolio and ranks #714 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in IYM as recently as Q4 2025.

Belpointe Asset Management first reported a position in IYM in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.29M in Q3 2021. 116 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

Belpointe Asset Management held 2,848 shares of iShares US Basic Materials ETF worth $511K as of Q2 2026.
iShares US Basic Materials ETF was a new Belpointe Asset Management position in Q2 2026.
iShares US Basic Materials ETF made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #714 holding.
Belpointe Asset Management first reported a position in iShares US Basic Materials ETF in Q4 2020 and has held it in 8 quarters since.
Belpointe Asset Management's iShares US Basic Materials ETF position peaked at $1.29M in Q3 2021.
116 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.