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

Centaurus Financial’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 		$5.13M Buy
+28,562
New +$5.23M 0.2% 113
2024
Q2 		– Sell
-1,194
Closed -$176K – 824
2024
Q1 		$176K Hold
1,194
– – 0.01% 647
2023
Q4 		$165K Sell
1,194
-57
-5% -$7.32K 0.01% 636
2023
Q3 		$158K Sell
1,251
-15,964
-93% -$2.11M 0.01% 624
2023
Q2 		$2.29M Buy
17,215
+13,072
+316% +$1.68M 0.2% 127
2023
Q1 		$549K Buy
4,143
+2,573
+164% +$342K 0.04% 368
2022
Q4 		$196K Buy
+1,570
New +$193K 0.02% 613
2022
Q3 		– Sell
-1,881
Closed -$221K – 872
2022
Q2 		$221K Buy
+1,881
New +$260K 0.02% 585
2021
Q4 		– Sell
-5,387
Closed -$671K – 952
2021
Q3 		$671K Buy
5,387
+2,184
+68% +$285K 0.06% 349
2021
Q2 		$418K Buy
+3,203
New +$428K 0.04% 478
2021
Q1 		– Sell
-6,109
Closed -$693K – 853
2020
Q4 		$693K Buy
6,109
+4,488
+277% +$478K 0.07% 303
2020
Q3 		$160K Buy
+1,621
New +$159K 0.02% 507
2018
Q3 		– Sell
-835
Closed -$83K – 1308
2018
Q2 		$83K Sell
835
-1,776
-68% -$178K 0.01% 773
2018
Q1 		$251K Sell
2,611
-3,990
-60% -$409K 0.06% 289
2017
Q4 		$675K Buy
+6,601
New +$655K 0.17% 140

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

Centaurus Financial's IYM Position: Q2 2026 in Review

Centaurus Financial opened a new position in iShares US Basic Materials ETF (IYM) in Q2 2026: 28,562 shares worth $5.13M. The stake represents 0.2% of the portfolio and ranks #113 among its holdings. This is a return to the name: Centaurus Financial previously reported a position in IYM as recently as Q1 2024.

Centaurus Financial first reported a position in IYM in Q4 2017 and has held it in 15 quarters since. 273 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Centaurus Financial held 28,562 shares of iShares US Basic Materials ETF worth $5.13M as of Q2 2026.
  • iShares US Basic Materials ETF was a new Centaurus Financial position in Q2 2026.
  • iShares US Basic Materials ETF made up 0.2% of Centaurus Financial's portfolio in Q2 2026, its #113 holding.
  • Centaurus Financial first reported a position in iShares US Basic Materials ETF in Q4 2017 and has held it in 15 quarters since.
  • 273 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

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