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

CoreCap 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 		$11M Buy
61,497
+47,006
+324% +$8.61M 0.33% 58
2026
Q1 		$2.55M Buy
14,491
+14,275
+6,609% +$2.5M 0.09% 198
2025
Q4 		$33.3K Sell
216
-23
-10% -$3.41K ﹤0.01% 1484
2025
Q3 		$35.4K Hold
239
– – ﹤0.01% 1455
2025
Q2 		$33.5K Sell
239
-44
-16% -$5.84K ﹤0.01% 1410
2025
Q1 		$38.1K Buy
283
+44
+18% +$5.99K ﹤0.01% 1283
2024
Q4 		$31.1K Sell
239
-148
-38% -$21.4K ﹤0.01% 1379
2024
Q3 		$58.1K Buy
+387
New +$55.2K ﹤0.01% 1126
2024
Q2 		– Sell
-377
Closed -$55.7K – 2127
2024
Q1 		$55.7K Buy
+377
New +$51.8K ﹤0.01% 1066
2023
Q3 		– Sell
-3,178
Closed -$423K – 585
2023
Q2 		$423K Buy
+3,178
New +$409K 0.03% 381
2022
Q4 		$500K Buy
4,011
+2,059
+105% +$253K 0.04% 354
2022
Q3 		$211K Sell
1,952
-439
-18% -$52.6K 0.02% 479
2022
Q2 		$281K Buy
2,391
+388
+19% +$53.6K 0.02% 436
2022
Q1 		$300K Sell
2,003
-945
-32% -$131K 0.02% 409
2021
Q4 		$413K Buy
+2,948
New +$397K 0.03% 391

Other funds holding IYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $331M AUM 81.85% 1-Year Est. Return
CB
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

CoreCap Advisors's IYM Position: Q2 2026 in Review

CoreCap Advisors increased its iShares US Basic Materials ETF (IYM) stake by 324% in Q2 2026, buying an estimated $8.61M and bringing the position to 61,497 shares worth $11M. The position accounts for 0.33% of the portfolio, ranked #58.

CoreCap Advisors first reported a position in IYM in Q4 2021 and has held it in 15 quarters since. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • CoreCap Advisors held 61,497 shares of iShares US Basic Materials ETF worth $11M as of Q2 2026.
  • CoreCap Advisors bought 47,006 iShares US Basic Materials ETF shares in Q2 2026, an estimated $8.61M.
  • iShares US Basic Materials ETF made up 0.33% of CoreCap Advisors's portfolio in Q2 2026, its #58 holding.
  • CoreCap Advisors first reported a position in iShares US Basic Materials ETF in Q4 2021 and has held it in 15 quarters since.
  • 272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.