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BOK Financial’s iShares US Basic Materials ETF IYM Stock Holding History

BOK Financial’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
2025
Q1 		– Sell
-305
Closed -$39.5K – 1329
2024
Q4 		$39.5K Hold
305
– – ﹤0.01% 845
2024
Q3 		$45.1K Buy
+305
New +$43.5K ﹤0.01% 833
2017
Q4 		– Sell
-140
Closed -$13K – 1025
2017
Q3 		$13K Buy
+140
New +$12.9K ﹤0.01% 1075

Other funds holding IYM

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BOK Financial's IYM Position: Q1 2025 in Review

BOK Financial sold out of iShares US Basic Materials ETF (IYM) in Q1 2025, closing a stake of 305 shares — an estimated $39.5K sold.

BOK Financial first reported a position in IYM in Q3 2017 and held it in 3 quarters. The position peaked at $45.1K in Q3 2024. 183 funds tracked by Wall St. Rank hold IYM as of Q1 2025.

  • BOK Financial reported no remaining iShares US Basic Materials ETF position as of Q1 2025 after selling out during the quarter.
  • BOK Financial sold 305 iShares US Basic Materials ETF shares in Q1 2025, an estimated $39.5K.
  • BOK Financial first reported a position in iShares US Basic Materials ETF in Q3 2017 and held it in 3 quarters.
  • BOK Financial's iShares US Basic Materials ETF position peaked at $45.1K in Q3 2024.
  • 183 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2025.

Based on BOK Financial's 13F filing for Q1 2025, filed 13 May 2025.