CCA
IYM icon

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

Cottonwood 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 		$646K Sell
3,597
-11
-0.3% -$2.02K 0.39% 47
2026
Q1 		$635K Sell
3,608
-72
-2% -$12.6K 0.45% 49
2025
Q4 		$567K Hold
3,680
– – 0.4% 51
2025
Q3 		$545K Buy
3,680
+21
+0.6% +$3.07K 0.4% 50
2025
Q2 		$512K Sell
3,659
-5
-0.1% -$664 0.34% 62
2025
Q1 		$494K Sell
3,664
-32
-0.9% -$4.36K 0.36% 60
2024
Q4 		$480K Sell
3,696
-23
-0.6% -$3.32K 0.34% 58
2024
Q3 		$558K Sell
3,719
-858
-19% -$122K 0.41% 54
2024
Q2 		$637K Sell
4,577
-66
-1% -$9.49K 0.5% 51
2024
Q1 		$664K Sell
4,643
-302
-6% -$41.5K 0.53% 50
2023
Q4 		$683K Sell
4,945
-228
-4% -$29.3K 0.56% 48
2023
Q3 		$653K Sell
5,173
-166
-3% -$21.9K 0.61% 46
2023
Q2 		$710K Buy
5,339
+600
+13% +$77.3K 0.65% 43
2023
Q1 		$628K Buy
4,739
+449
+10% +$59.7K 0.58% 45
2022
Q4 		$535K Buy
4,290
+804
+23% +$98.9K 0.48% 51
2022
Q3 		$377K Buy
3,486
+1,233
+55% +$148K 0.36% 60
2022
Q2 		$265K Buy
+2,253
New +$311K 0.24% 72

Other funds holding IYM

UFF
USA FINANCIAL FORMULAS Ada, Michigan $546M AUM
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CA
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
SFC
Summit Financial Consulting Sterling Heights, Michigan $147M AUM 17.71% 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

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

Cottonwood Capital Advisors reduced its iShares US Basic Materials ETF (IYM) stake by 0.3% in Q2 2026, selling an estimated $2.02K and leaving 3,597 shares worth $646K. The position accounts for 0.39% of the portfolio, ranked #47.

Cottonwood Capital Advisors first reported a position in IYM in Q2 2022 and has held it in 17 quarters since. The position peaked at $710K in Q2 2023. 161 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Cottonwood Capital Advisors held 3,597 shares of iShares US Basic Materials ETF worth $646K as of Q2 2026.
  • Cottonwood Capital Advisors sold 11 iShares US Basic Materials ETF shares in Q2 2026, an estimated $2.02K.
  • iShares US Basic Materials ETF made up 0.39% of Cottonwood Capital Advisors's portfolio in Q2 2026, its #47 holding.
  • Cottonwood Capital Advisors first reported a position in iShares US Basic Materials ETF in Q2 2022 and has held it in 17 quarters since.
  • Cottonwood Capital Advisors's iShares US Basic Materials ETF position peaked at $710K in Q2 2023.
  • 161 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Cottonwood Capital Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.