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Caldwell Sutter Capital’s iShares US Basic Materials ETF IYM Stock Holding History

Caldwell Sutter Capital’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 		$32.3K Hold
180
– – 0.01% 464
2026
Q1 		$31.7K Hold
180
– – 0.01% 431
2025
Q4 		$27.7K Hold
180
– – 0.01% 434
2025
Q3 		$26.7K Hold
180
– – 0.01% 439
2025
Q2 		$25.2K Hold
180
– – 0.01% 439
2025
Q1 		$24.3K Hold
180
– – 0.01% 438
2024
Q4 		$23.4K Hold
180
– – 0.01% 457
2024
Q3 		$27K Hold
180
– – 0.01% 440
2024
Q2 		$25.2K Hold
180
– – 0.01% 447
2024
Q1 		$26.6K Hold
180
– – 0.01% 434
2023
Q4 		$24.9K Hold
180
– – 0.01% 431
2023
Q3 		$22.7K Hold
180
– – 0.01% 425
2023
Q2 		$23.9K Hold
180
– – 0.01% 418
2023
Q1 		$23.9K Hold
180
– – 0.02% 320
2022
Q4 		$22.5K Buy
+180
New +$22.1K 0.02% 217

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

Caldwell Sutter Capital's IYM Position: Q2 2026 in Review

Caldwell Sutter Capital held its iShares US Basic Materials ETF (IYM) position steady in Q2 2026 at 180 shares worth $32.3K. The position accounts for 0.01% of the portfolio, ranked #464.

Caldwell Sutter Capital first reported a position in IYM in Q4 2022 and has held it in 15 quarters since. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Caldwell Sutter Capital held 180 shares of iShares US Basic Materials ETF worth $32.3K as of Q2 2026.
  • Caldwell Sutter Capital left its iShares US Basic Materials ETF share count unchanged in Q2 2026.
  • iShares US Basic Materials ETF made up 0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #464 holding.
  • Caldwell Sutter Capital first reported a position in iShares US Basic Materials ETF in Q4 2022 and has held it in 15 quarters since.
  • 272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.