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Clear Creek Financial Management’s iShares US Basic Materials ETF IYM Stock Holding History

Clear Creek Financial 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 		$377K Hold
2,099
– – 0.02% 470
2026
Q1 		$369K Sell
2,099
-4
-0.2% -$700 0.03% 453
2025
Q4 		$324K Hold
2,103
– – 0.03% 476
2025
Q3 		$312K Sell
2,103
-5
-0.2% -$730 0.03% 476
2025
Q2 		$295K Buy
2,108
+5
+0.2% +$664 0.03% 446
2025
Q1 		$283K Sell
2,103
-50
-2% -$6.81K 0.03% 406
2024
Q4 		$280K Buy
2,153
+2
+0.1% +$289 0.03% 385
2024
Q3 		$323K Buy
2,151
+1
+0% +$143 0.04% 332
2024
Q2 		$301K Sell
2,150
-223
-9% -$32.1K 0.04% 337
2024
Q1 		$351K Sell
2,373
-168
-7% -$23.1K 0.04% 300
2023
Q4 		$351K Sell
2,541
-286
-10% -$36.7K 0.06% 244
2023
Q3 		$357K Sell
2,827
-68,734
-96% -$9.09M 0.06% 213
2023
Q2 		$9.52M Buy
71,561
+59,527
+495% +$7.67M 1.65% 15
2023
Q1 		$1.59M Buy
12,034
+8,193
+213% +$1.09M 0.3% 70
2022
Q4 		$479K Sell
3,841
-3,822
-50% -$470K 0.11% 153
2022
Q3 		$829K Buy
7,663
+274
+4% +$32.8K 0.18% 98
2022
Q2 		$870K Buy
7,389
+2,231
+43% +$308K 0.18% 103
2022
Q1 		$771K Sell
5,158
-844
-14% -$117K 0.12% 142
2021
Q4 		$842K Sell
6,002
-41,139
-87% -$5.54M 0.13% 139
2021
Q3 		$5.87M Buy
+47,141
New +$6.15M 0.94% 28
2021
Q1 		– Sell
-30,622
Closed -$3.47M – 159
2020
Q4 		$3.47M Buy
+30,622
New +$3.26M 0.67% 40

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

Clear Creek Financial Management's IYM Position: Q2 2026 in Review

Clear Creek Financial Management held its iShares US Basic Materials ETF (IYM) position steady in Q2 2026 at 2,099 shares worth $377K. The position accounts for 0.02% of the portfolio, ranked #470.

Clear Creek Financial Management first reported a position in IYM in Q4 2020 and has held it in 21 quarters since. The position peaked at $9.52M in Q2 2023. 273 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Clear Creek Financial Management held 2,099 shares of iShares US Basic Materials ETF worth $377K as of Q2 2026.
  • Clear Creek Financial Management left its iShares US Basic Materials ETF share count unchanged in Q2 2026.
  • iShares US Basic Materials ETF made up 0.02% of Clear Creek Financial Management's portfolio in Q2 2026, its #470 holding.
  • Clear Creek Financial Management first reported a position in iShares US Basic Materials ETF in Q4 2020 and has held it in 21 quarters since.
  • Clear Creek Financial Management's iShares US Basic Materials ETF position peaked at $9.52M in Q2 2023.
  • 273 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.