Commonwealth Equity Services
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Commonwealth Equity Services’s iShares US Basic Materials ETF IYM Stock Holding History

Commonwealth Equity Services’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 		$4.61M Sell
26,226
-2,837
-10% -$496K 0.01% 1390
2025
Q4 		$4.47M Sell
29,063
-2,759
-9% -$409K 0.01% 1400
2025
Q3 		$4.72M Buy
31,822
+1,343
+4% +$196K 0.01% 1391
2025
Q2 		$4.27M Buy
30,479
+124
+0.4% +$16.5K 0.01% 1441
2025
Q1 		$4.09M Sell
30,355
-2,869
-9% -$391K 0.01% 1407
2024
Q4 		$4.32M Buy
33,224
+1,978
+6% +$286K 0.01% 1332
2024
Q3 		$4.69M Sell
31,246
-8,732
-22% -$1.25M 0.01% 1258
2024
Q2 		$5.6M Sell
39,978
-134
-0.3% -$19.3K 0.01% 1130
2024
Q1 		$5.93M Sell
40,112
-3,118
-7% -$428K 0.01% 1068
2023
Q4 		$5.97M Sell
43,230
-398
-0.9% -$51.1K 0.01% 1003
2023
Q3 		$5.51M Buy
43,628
+180
+0.4% +$23.8K 0.01% 984
2023
Q2 		$5.78M Sell
43,448
-8,017
-16% -$1.03M 0.01% 955
2023
Q1 		$6.82K Buy
51,465
+1,060
+2% +$141K 0.01% 852
2022
Q4 		$6.29M Buy
50,405
+666
+1% +$81.9K 0.02% 857
2022
Q3 		$5.38M Sell
49,739
-5,823
-10% -$698K 0.01% 860
2022
Q2 		$6.54M Buy
55,562
+4,376
+9% +$605K 0.02% 773
2022
Q1 		$7.66M Sell
51,186
-1,666
-3% -$230K 0.02% 737
2021
Q4 		$7.41M Buy
52,852
+3,938
+8% +$530K 0.02% 730
2021
Q3 		$6.09M Sell
48,914
-82
-0.2% -$10.7K 0.02% 769
2021
Q2 		$6.39M Sell
48,996
-5,587
-10% -$747K 0.02% 730
2021
Q1 		$6.85M Sell
54,583
-714
-1% -$85.3K 0.02% 645
2020
Q4 		$6.27M Buy
55,297
+30,409
+122% +$3.24M 0.02% 638
2020
Q3 		$2.46M Sell
24,888
-2,633
-10% -$258K 0.01% 989
2020
Q2 		$2.46M Buy
27,521
+8,472
+44% +$701K 0.01% 924
2020
Q1 		$1.32M Sell
19,049
-3,062
-14% -$264K 0.01% 1121
2019
Q4 		$2.17M Sell
22,111
-39
-0.2% -$3.66K 0.01% 988
2019
Q3 		$2.04M Buy
22,150
+2,941
+15% +$271K 0.01% 962
2019
Q2 		$1.82M Sell
19,209
-50
-0.3% -$4.59K 0.01% 1009
2019
Q1 		$1.76M Buy
19,259
+445
+2% +$39.9K 0.01% 980
2018
Q4 		$1.58M Sell
18,814
-2,548
-12% -$228K 0.01% 970
2018
Q3 		$2.1M Sell
21,362
-1,290
-6% -$130K 0.01% 901
2018
Q2 		$2.24M Sell
22,652
-41,842
-65% -$4.18M 0.01% 847
2018
Q1 		$6.2M Buy
64,494
+10,015
+18% +$1.03M 0.03% 411
2017
Q4 		$5.57M Buy
54,479
+32,228
+145% +$3.2M 0.03% 445
2017
Q3 		$2.13M Sell
22,251
-28,098
-56% -$2.6M 0.01% 771
2017
Q2 		$4.5M Buy
50,349
+11,459
+29% +$1.02M 0.03% 476
2017
Q1 		$3.47M Sell
38,890
-431
-1% -$37.8K 0.02% 538
2016
Q4 		$3.27M Sell
39,321
-76,415
-66% -$6.18M 0.02% 524
2016
Q3 		$9.14M Sell
115,736
-14,349
-11% -$1.14M 0.07% 246
2016
Q2 		$9.88M Buy
130,085
+117,243
+913% +$8.95M 0.08% 224
2016
Q1 		$941K Sell
12,842
-1,228
-9% -$82.5K 0.01% 975
2015
Q4 		$992K Buy
14,070
+183
+1% +$13.2K 0.01% 934
2015
Q3 		$899K Sell
13,887
-2,562
-16% -$186K 0.01% 947
2015
Q2 		$1.32M Sell
16,449
-1,514
-8% -$127K 0.01% 808
2015
Q1 		$1.47M Sell
17,963
-13,532
-43% -$1.12M 0.02% 747
2014
Q4 		$2.6M Buy
31,495
+593
+2% +$49.3K 0.03% 484
2014
Q3 		$2.66M Sell
30,902
-24,556
-44% -$2.15M 0.03% 451
2014
Q2 		$4.85M Buy
55,458
+25,084
+83% +$2.13M 0.06% 288
2014
Q1 		$2.53M Sell
30,374
-35,993
-54% -$2.91M 0.03% 436
2013
Q4 		$5.4M Buy
66,367
+39,709
+149% +$3.08M 0.08% 240
2013
Q3 		$1.97M Buy
26,658
+11,761
+79% +$844K 0.03% 451
2013
Q2 		$999K Buy
+14,897
New +$1.04M 0.02% 674

Other funds holding IYM

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CB
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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

Commonwealth Equity Services's IYM Position: Q1 2026 in Review

Commonwealth Equity Services reduced its iShares US Basic Materials ETF (IYM) stake by 9.8% in Q1 2026, selling an estimated $496K and leaving 26,226 shares worth $4.61M. The position accounts for 0.01% of the portfolio, ranked #1390.

Commonwealth Equity Services first reported a position in IYM in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.88M in Q2 2016. 246 funds tracked by Wall St. Rank hold IYM as of Q1 2026.

  • Commonwealth Equity Services held 26,226 shares of iShares US Basic Materials ETF worth $4.61M as of Q1 2026.
  • Commonwealth Equity Services sold 2,837 iShares US Basic Materials ETF shares in Q1 2026, an estimated $496K.
  • iShares US Basic Materials ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1390 holding.
  • Commonwealth Equity Services first reported a position in iShares US Basic Materials ETF in Q2 2013 and has held it in 52 quarters since.
  • Commonwealth Equity Services's iShares US Basic Materials ETF position peaked at $9.88M in Q2 2016.
  • 246 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.