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

Camarda Financial Advisors’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	$20.3M	Buy	+112,984	New	+$20.7M	6.14%	1
2015 Q2	–	Sell	-436	Closed	-$36K	–	247
2015 Q1	$36K	Sell	436 -914	-68%	-$75.8K	0.02%	154
2014 Q4	$111K	Buy	1,350 +511	+61%	+$42.5K	0.07%	93
2014 Q3	$72K	Buy	839 +261	+45%	+$22.9K	0.05%	105
2014 Q2	$51K	Buy	578 +358	+163%	+$30.4K	0.04%	130
2014 Q1	$18K	Buy	+220	New	+$17.8K	0.01%	141

Other funds holding IYM

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 New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Camarda Financial Advisors's IYM Position: Q2 2026 in Review

Camarda Financial Advisors opened a new position in iShares US Basic Materials ETF (IYM) in Q2 2026: 112,984 shares worth $20.3M. The stake represents 6.14% of the portfolio and ranks #1 among its holdings. This is a return to the name: Camarda Financial Advisors previously reported a position in IYM as recently as Q1 2015.

Camarda Financial Advisors first reported a position in IYM in Q1 2014 and has held it in 6 quarters since. 273 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

Camarda Financial Advisors held 112,984 shares of iShares US Basic Materials ETF worth $20.3M as of Q2 2026.
iShares US Basic Materials ETF was a new Camarda Financial Advisors position in Q2 2026.
iShares US Basic Materials ETF made up 6.14% of Camarda Financial Advisors's portfolio in Q2 2026, its #1 holding.
Camarda Financial Advisors first reported a position in iShares US Basic Materials ETF in Q1 2014 and has held it in 6 quarters since.
273 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Camarda Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.