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Brinker Capital Investments’s iShares US Basic Materials ETF IYM Stock Holding History

Brinker Capital Investments’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
Q1 		– Sell
-5,048
Closed -$777K – 2147
2025
Q4 		$777K Buy
+5,048
New +$748K 0.01% 1361

Other funds holding IYM

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

Brinker Capital Investments's IYM Position: Q1 2026 in Review

Brinker Capital Investments sold out of iShares US Basic Materials ETF (IYM) in Q1 2026, closing a stake of 5,048 shares — an estimated $777K sold.

Brinker Capital Investments first reported a position in IYM in Q4 2025 and held it in 1 quarter. The position peaked at $777K in Q4 2025. 246 funds tracked by Wall St. Rank hold IYM as of Q1 2026.

  • Brinker Capital Investments reported no remaining iShares US Basic Materials ETF position as of Q1 2026 after selling out during the quarter.
  • Brinker Capital Investments sold 5,048 iShares US Basic Materials ETF shares in Q1 2026, an estimated $777K.
  • Brinker Capital Investments first reported a position in iShares US Basic Materials ETF in Q4 2025 and held it in 1 quarter.
  • Brinker Capital Investments's iShares US Basic Materials ETF position peaked at $777K in Q4 2025.
  • 246 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.