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 Q2	$28.5K	Buy	+159	New	+$29.1K	﹤0.01%	811

Other funds holding IYM

UFF

USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Compass Financial Management's IYM Position: Q2 2026 in Review

Compass Financial Management opened a new position in iShares US Basic Materials ETF (IYM) in Q2 2026: 159 shares worth $28.5K. The stake represents ﹤0.01% of the portfolio and ranks #811 among its holdings.

258 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

Compass Financial Management held 159 shares of iShares US Basic Materials ETF worth $28.5K as of Q2 2026.
iShares US Basic Materials ETF was a new Compass Financial Management position in Q2 2026.
iShares US Basic Materials ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #811 holding.
258 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.