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 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

Clear Creek Financial Management's IYM Position: Q1 2026 in Review

Clear Creek Financial Management reduced its iShares US Basic Materials ETF (IYM) stake by 0.19% in Q1 2026, selling an estimated $700 and leaving 2,099 shares worth $369K. The position accounts for 0.03% of the portfolio, ranked #453.

Clear Creek Financial Management first reported a position in IYM in Q4 2020 and has held it in 20 quarters since. The position peaked at $9.52M in Q2 2023. 246 funds tracked by Wall St. Rank hold IYM as of Q1 2026.

Clear Creek Financial Management held 2,099 shares of iShares US Basic Materials ETF worth $369K as of Q1 2026.
Clear Creek Financial Management sold 4 iShares US Basic Materials ETF shares in Q1 2026, an estimated $700.
iShares US Basic Materials ETF made up 0.03% of Clear Creek Financial Management's portfolio in Q1 2026, its #453 holding.
Clear Creek Financial Management first reported a position in iShares US Basic Materials ETF in Q4 2020 and has held it in 20 quarters since.
Clear Creek Financial Management's iShares US Basic Materials ETF position peaked at $9.52M in Q2 2023.
246 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.