Conservest Capital Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

Conservest Capital Advisors’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	$4.65M	Buy	25,900 +6,240	+32%	+$1.14M	0.37%	31
2026 Q1	$3.46M	Buy	19,660 +17,350	+751%	+$3.04M	0.31%	36
2025 Q4	$356K	Hold	2,310	–	–	0.03%	94
2025 Q3	$342K	Hold	2,310	–	–	0.03%	93
2025 Q2	$323K	Buy	+2,310	New	+$307K	0.03%	95
2020 Q1	–	Sell	-20,313	Closed	-$1.99M	–	74
2019 Q4	$1.99M	Buy	20,313 +200	+1%	+$18.8K	0.26%	36
2019 Q3	$1.86M	Sell	20,113 -14,634	-42%	-$1.35M	0.27%	39
2019 Q2	$3.3M	Sell	34,747 -350	-1%	-$32.1K	0.48%	29
2019 Q1	$3.21M	Sell	35,097 -1,855	-5%	-$167K	0.48%	29
2018 Q4	$3.1M	Buy	36,952 +4,409	+14%	+$394K	0.51%	31
2018 Q3	$3.2M	Buy	32,543 +92	+0.3%	+$9.25K	0.47%	31
2018 Q2	$3.21M	Sell	32,451 -3,931	-11%	-$393K	0.5%	32
2018 Q1	$3.5M	Sell	36,382 -9,345	-20%	-$958K	0.76%	22
2017 Q4	$4.67M	Buy	45,727 +92	+0.2%	+$9.13K	0.93%	19
2017 Q3	$4.37M	Sell	45,635 -8,648	-16%	-$799K	0.69%	28
2017 Q2	$4.85M	Buy	54,283 +1	+0%	+$89	1.03%	17
2017 Q1	$4.84M	Buy	+54,282	New	+$4.76M	1.03%	17

Other funds holding IYM

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

SFS

Sharp Financial Services Horsham, Pennsylvania $216M AUM 23.88% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FPFC

Financial Planning Fort Collins Fort Collins, Colorado $132M AUM

Conservest Capital Advisors's IYM Position: Q2 2026 in Review

Conservest Capital Advisors increased its iShares US Basic Materials ETF (IYM) stake by 32% in Q2 2026, buying an estimated $1.14M and bringing the position to 25,900 shares worth $4.65M. The position accounts for 0.37% of the portfolio, ranked #31.

Conservest Capital Advisors first reported a position in IYM in Q1 2017 and has held it in 17 quarters since. The position peaked at $4.85M in Q2 2017. 116 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

Conservest Capital Advisors held 25,900 shares of iShares US Basic Materials ETF worth $4.65M as of Q2 2026.
Conservest Capital Advisors bought 6,240 iShares US Basic Materials ETF shares in Q2 2026, an estimated $1.14M.
iShares US Basic Materials ETF made up 0.37% of Conservest Capital Advisors's portfolio in Q2 2026, its #31 holding.
Conservest Capital Advisors first reported a position in iShares US Basic Materials ETF in Q1 2017 and has held it in 17 quarters since.
Conservest Capital Advisors's iShares US Basic Materials ETF position peaked at $4.85M in Q2 2017.
116 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Conservest Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.