Capital Investment Advisory Services’s iShares US Basic Materials ETF IYM Stock Holding History

Capital Investment Advisory Services’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	$51.5K	Buy	287 +45	+19%	+$8.24K	﹤0.01%	945
2026 Q1	$42.6K	Hold	242	–	–	﹤0.01%	886
2025 Q4	$37.3K	Hold	242	–	–	﹤0.01%	876
2025 Q3	$35.9K	Hold	242	–	–	﹤0.01%	828
2025 Q2	$33.9K	Buy	242 +200	+476%	+$26.6K	﹤0.01%	804
2025 Q1	$5.66K	Hold	42	–	–	﹤0.01%	911
2024 Q4	$5.46K	Sell	42 -40	-49%	-$5.78K	﹤0.01%	845
2024 Q3	$12.3K	Hold	82	–	–	﹤0.01%	842
2024 Q2	$11.5K	Sell	82 -24	-23%	-$3.45K	﹤0.01%	819
2024 Q1	$15.7K	Hold	106	–	–	﹤0.01%	782
2023 Q4	$14.6K	Hold	106	–	–	﹤0.01%	800
2023 Q3	$13.4K	Hold	106	–	–	﹤0.01%	767
2023 Q2	$14.1K	Hold	106	–	–	﹤0.01%	725
2023 Q1	$14K	Hold	106	–	–	﹤0.01%	709
2022 Q4	$13.2K	Hold	106	–	–	﹤0.01%	726
2022 Q3	$11K	Hold	106	–	–	﹤0.01%	690
2022 Q2	$12K	Hold	106	–	–	﹤0.01%	700
2022 Q1	$16K	Hold	106	–	–	﹤0.01%	710
2021 Q4	$15K	Hold	106	–	–	﹤0.01%	699
2021 Q3	$13K	Buy	106 +64	+152%	+$8.34K	﹤0.01%	660
2021 Q2	$5K	Hold	42	–	–	﹤0.01%	738
2021 Q1	$5K	Buy	+42	New	+$5.02K	﹤0.01%	688

Other funds holding IYM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

SFS

Sharp Financial Services Horsham, Pennsylvania $216M AUM 23.88% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

FPFC

Financial Planning Fort Collins Fort Collins, Colorado $132M AUM

LAM

Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Counterweight Ventures Wilmington, North Carolina $201M AUM 35.56% 1-Year Est. Return

Capital Investment Advisory Services's IYM Position: Q2 2026 in Review

Capital Investment Advisory Services increased its iShares US Basic Materials ETF (IYM) stake by 19% in Q2 2026, buying an estimated $8.24K and bringing the position to 287 shares worth $51.5K. The position accounts for ﹤0.01% of the portfolio, ranked #945.

Capital Investment Advisory Services first reported a position in IYM in Q1 2021 and has held it in 22 quarters since. 74 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

Capital Investment Advisory Services held 287 shares of iShares US Basic Materials ETF worth $51.5K as of Q2 2026.
Capital Investment Advisory Services bought 45 iShares US Basic Materials ETF shares in Q2 2026, an estimated $8.24K.
iShares US Basic Materials ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #945 holding.
Capital Investment Advisory Services first reported a position in iShares US Basic Materials ETF in Q1 2021 and has held it in 22 quarters since.
74 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.