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Blue Trust Inc’s iShares US Basic Materials ETF IYM Stock Holding History

Blue Trust Inc’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 		$3.59K Hold
20
– – ﹤0.01% 2095
2026
Q1 		$3.52K Buy
+20
New +$3.5K ﹤0.01% 2056
2023
Q2 		– Sell
-20
Closed -$2K – 2283
2023
Q1 		$2K Sell
20
-293
-94% -$38.9K ﹤0.01% 2012
2022
Q4 		$34K Hold
313
– – ﹤0.01% 1084
2022
Q3 		$36K Buy
313
+20
+7% +$2.4K ﹤0.01% 867
2022
Q2 		$44K Buy
+293
New +$40.5K ﹤0.01% 723

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

Blue Trust Inc's IYM Position: Q2 2026 in Review

Blue Trust Inc held its iShares US Basic Materials ETF (IYM) position steady in Q2 2026 at 20 shares worth $3.59K. The position accounts for ﹤0.01% of the portfolio, ranked #2095.

Blue Trust Inc first reported a position in IYM in Q2 2022 and has held it in 6 quarters since. The position peaked at $44K in Q2 2022. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Blue Trust Inc held 20 shares of iShares US Basic Materials ETF worth $3.59K as of Q2 2026.
  • Blue Trust Inc left its iShares US Basic Materials ETF share count unchanged in Q2 2026.
  • iShares US Basic Materials ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #2095 holding.
  • Blue Trust Inc first reported a position in iShares US Basic Materials ETF in Q2 2022 and has held it in 6 quarters since.
  • Blue Trust Inc's iShares US Basic Materials ETF position peaked at $44K in Q2 2022.
  • 272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.