Cornerstone Wealth Group’s iShares US Basic Materials ETF IYM Stock Holding History

Cornerstone Wealth Group’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	$1.88M	Buy	+10,578	New	+$1.95M	0.11%	135

Other funds holding IYM

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

Conservest Capital Advisors Wynnewood, Pennsylvania $1.28B AUM 17.34% 1-Year Est. Return

Three Seasons Wealth Salt Lake City, Utah $1.12B AUM 34.1% 1-Year Est. Return

Financial Planning Fort Collins Fort Collins, Colorado $137M AUM 12.62% 1-Year Est. Return

Cornerstone Wealth Group's IYM Position: Q3 2026 in Review

Cornerstone Wealth Group opened a new position in iShares US Basic Materials ETF (IYM) in Q3 2026: 10,578 shares worth $1.88M. The stake represents 0.11% of the portfolio and ranks #135 among its holdings.

134 funds tracked by Wall St. Rank hold IYM as of Q3 2026.

Cornerstone Wealth Group held 10,578 shares of iShares US Basic Materials ETF worth $1.88M as of Q3 2026.
iShares US Basic Materials ETF was a new Cornerstone Wealth Group position in Q3 2026.
iShares US Basic Materials ETF made up 0.11% of Cornerstone Wealth Group's portfolio in Q3 2026, its #135 holding.
134 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2026.

Based on Cornerstone Wealth Group's 13F filing for Q3 2026, filed 2 Nov 2026.