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Center for Financial Planning’s iShares US Basic Materials ETF IYM Stock Holding History

Center for Financial Planning’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
2025
Q2 		– Sell
-100
Closed -$13.5K – 687
2025
Q1 		$13.5K Hold
100
– – ﹤0.01% 437
2024
Q4 		$13K Hold
100
– – ﹤0.01% 390
2024
Q3 		$15K Hold
100
– – ﹤0.01% 361
2024
Q2 		$14K Hold
100
– – ﹤0.01% 354
2024
Q1 		$14.8K Buy
+100
New +$13.7K ﹤0.01% 354

Other funds holding IYM

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Center for Financial Planning's IYM Position: Q2 2025 in Review

Center for Financial Planning sold out of iShares US Basic Materials ETF (IYM) in Q2 2025, closing a stake of 100 shares — an estimated $13.5K sold.

Center for Financial Planning first reported a position in IYM in Q1 2024 and held it in 5 quarters. The position peaked at $15K in Q3 2024. 184 funds tracked by Wall St. Rank hold IYM as of Q2 2025.

  • Center for Financial Planning reported no remaining iShares US Basic Materials ETF position as of Q2 2025 after selling out during the quarter.
  • Center for Financial Planning sold 100 iShares US Basic Materials ETF shares in Q2 2025, an estimated $13.5K.
  • Center for Financial Planning first reported a position in iShares US Basic Materials ETF in Q1 2024 and held it in 5 quarters.
  • Center for Financial Planning's iShares US Basic Materials ETF position peaked at $15K in Q3 2024.
  • 184 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2025.

Based on Center for Financial Planning's 13F filing for Q2 2025, filed 4 Aug 2025.