CA
IYM icon

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
Q3 		$809K Sell
4,541
-56,956
-93% -$10.5M 0.02% 434
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

FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CoreCap Advisors's IYM Position: Q3 2026 in Review

CoreCap Advisors reduced its iShares US Basic Materials ETF (IYM) stake by 93% in Q3 2026, selling an estimated $10.5M and leaving 4,541 shares worth $809K. The position accounts for 0.02% of the portfolio, ranked #434.

CoreCap Advisors first reported a position in IYM in Q4 2021 and has held it in 16 quarters since. The position peaked at $11M in Q2 2026. 10 funds tracked by Wall St. Rank hold IYM as of Q3 2026.

  • CoreCap Advisors held 4,541 shares of iShares US Basic Materials ETF worth $809K as of Q3 2026.
  • CoreCap Advisors sold 56,956 iShares US Basic Materials ETF shares in Q3 2026, an estimated $10.5M.
  • iShares US Basic Materials ETF made up 0.02% of CoreCap Advisors's portfolio in Q3 2026, its #434 holding.
  • CoreCap Advisors first reported a position in iShares US Basic Materials ETF in Q4 2021 and has held it in 16 quarters since.
  • CoreCap Advisors's iShares US Basic Materials ETF position peaked at $11M in Q2 2026.
  • 10 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.