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Cardinal Point Capital Management’s iShares US Basic Materials ETF IYM Stock Holding History

Cardinal Point Capital Management’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 		$245K Hold
1,365
– – 0.01% 266
2026
Q1 		$240K Hold
1,365
– – 0.01% 255
2025
Q4 		$210K Hold
1,365
– – 0.01% 250
2025
Q3 		$202K Buy
+1,365
New +$199K 0.01% 261

Other funds holding IYM

CA
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
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
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Cardinal Point Capital Management's IYM Position: Q2 2026 in Review

Cardinal Point Capital Management held its iShares US Basic Materials ETF (IYM) position steady in Q2 2026 at 1,365 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #266.

Cardinal Point Capital Management first reported a position in IYM in Q3 2025 and has held it in 4 quarters since. 58 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Cardinal Point Capital Management held 1,365 shares of iShares US Basic Materials ETF worth $245K as of Q2 2026.
  • Cardinal Point Capital Management left its iShares US Basic Materials ETF share count unchanged in Q2 2026.
  • iShares US Basic Materials ETF made up 0.01% of Cardinal Point Capital Management's portfolio in Q2 2026, its #266 holding.
  • Cardinal Point Capital Management first reported a position in iShares US Basic Materials ETF in Q3 2025 and has held it in 4 quarters since.
  • 58 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.