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

Compass 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
Q3 		$28.3K Hold
159
– – ﹤0.01% 858
2026
Q2 		$28.5K Buy
+159
New +$29.1K ﹤0.01% 811

Other funds holding IYM

AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commerce Bank
Commerce Bank Kansas City, Missouri $22.9B AUM 22.61% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Compass Financial Management's IYM Position: Q3 2026 in Review

Compass Financial Management held its iShares US Basic Materials ETF (IYM) position steady in Q3 2026 at 159 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #858.

Compass Financial Management first reported a position in IYM in Q2 2026 and has held it in 2 quarters since. The position peaked at $28.5K in Q2 2026. 215 funds tracked by Wall St. Rank hold IYM as of Q3 2026.

  • Compass Financial Management held 159 shares of iShares US Basic Materials ETF worth $28.3K as of Q3 2026.
  • Compass Financial Management left its iShares US Basic Materials ETF share count unchanged in Q3 2026.
  • iShares US Basic Materials ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #858 holding.
  • Compass Financial Management first reported a position in iShares US Basic Materials ETF in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's iShares US Basic Materials ETF position peaked at $28.5K in Q2 2026.
  • 215 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.