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Clark Wealth Partners’s iShares US Basic Materials ETF IYM Stock Holding History

Clark Wealth Partners’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 		$11.3K Hold
63
– – 0.01% 214
2026
Q1 		$11.1K Hold
63
– – 0.01% 238
2025
Q4 		$9.7K Hold
63
– – 0.01% 241
2025
Q3 		$9.7K Buy
+63
New +$9.2K 0.01% 241

Other funds holding IYM

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Clark Wealth Partners's IYM Position: Q2 2026 in Review

Clark Wealth Partners held its iShares US Basic Materials ETF (IYM) position steady in Q2 2026 at 63 shares worth $11.3K. The position accounts for 0.01% of the portfolio, ranked #214.

Clark Wealth Partners first reported a position in IYM in Q3 2025 and has held it in 4 quarters since. 258 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Clark Wealth Partners held 63 shares of iShares US Basic Materials ETF worth $11.3K as of Q2 2026.
  • Clark Wealth Partners left its iShares US Basic Materials ETF share count unchanged in Q2 2026.
  • iShares US Basic Materials ETF made up 0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #214 holding.
  • Clark Wealth Partners first reported a position in iShares US Basic Materials ETF in Q3 2025 and has held it in 4 quarters since.
  • 258 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.