Cranbrook Wealth Management’s iShares US Basic Materials ETF IYM Stock Holding History

Cranbrook Wealth Management’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 Q1	$81.3K	Hold	462	–	–	0.02%	169
2025 Q4	$71.1K	Sell	462 -33	-7%	-$4.89K	0.01%	185
2025 Q3	$73.4K	Sell	495 -407	-45%	-$59.5K	0.01%	182
2025 Q2	$126K	Sell	902 -58	-6%	-$7.7K	0.03%	144
2025 Q1	$129K	Hold	960	–	–	0.03%	130
2024 Q4	$125K	Sell	960 -20	-2%	-$2.89K	0.03%	135
2024 Q3	$147K	Hold	980	–	–	0.03%	127
2024 Q2	$137K	Hold	980	–	–	0.03%	125
2024 Q1	$145K	Hold	980	–	–	0.04%	106
2023 Q4	$135K	Hold	980	–	–	0.04%	107
2023 Q3	$124K	Hold	980	–	–	0.04%	104
2023 Q2	$130K	Sell	980 -175	-15%	-$22.5K	0.04%	106
2023 Q1	$153K	Hold	1,155	–	–	0.04%	99
2022 Q4	$144K	Sell	1,155 -43	-4%	-$5.29K	0.04%	106
2022 Q3	$130K	Hold	1,198	–	–	0.03%	113
2022 Q2	$141K	Sell	1,198 -260	-18%	-$35.9K	0.04%	112
2022 Q1	$218K	Hold	1,458	–	–	0.05%	98
2021 Q4	$204K	Hold	1,458	–	–	0.04%	101
2021 Q3	$182K	Sell	1,458 -58	-4%	-$7.56K	0.04%	105
2021 Q2	$198K	Sell	1,516 -433	-22%	-$57.9K	0.05%	100
2021 Q1	$245K	Sell	1,949 -85	-4%	-$10.2K	0.06%	92
2020 Q4	$231K	Hold	2,034	–	–	0.06%	88
2020 Q3	$201K	Sell	2,034 -30	-1%	-$2.94K	0.06%	86
2020 Q2	$184K	Sell	2,064 -2,086	-50%	-$173K	0.06%	85
2020 Q1	$287K	Sell	4,150 -500	-11%	-$43.1K	0.1%	70
2019 Q4	$455K	Hold	4,650	–	–	0.13%	64
2019 Q3	$429K	Sell	4,650 -2,562	-36%	-$236K	0.12%	64
2019 Q2	$685K	Sell	7,212 -4,129	-36%	-$379K	0.2%	56
2019 Q1	$1.04M	Sell	11,341 -572	-5%	-$51.3K	0.32%	49
2018 Q4	$1M	Buy	11,913 +9	+0.1%	+$805	0.35%	48
2018 Q3	$1.17M	Buy	11,904 +7	+0.1%	+$704	0.41%	45
2018 Q2	$1.18M	Sell	11,897 -278	-2%	-$27.8K	0.46%	43
2018 Q1	$1.17M	Sell	12,175 -139	-1%	-$14.2K	0.46%	43
2017 Q4	$1.26M	Sell	12,314 -458	-4%	-$45.5K	0.5%	39
2017 Q3	$1.22M	Sell	12,772 -117	-0.9%	-$10.8K	0.51%	39
2017 Q2	$1.15M	Sell	12,889 -486	-4%	-$43.2K	0.5%	39
2017 Q1	$1.19M	Sell	13,375 -332	-2%	-$29.1K	0.56%	37
2016 Q4	$1.14M	Sell	13,707 -107	-0.8%	-$8.66K	0.56%	37
2016 Q3	$1.09M	Sell	13,814 -1,124	-8%	-$89.1K	0.55%	35
2016 Q2	$1.13M	Sell	14,938 -3,729	-20%	-$285K	0.58%	35
2016 Q1	$1.37M	Buy	18,667 +1,299	+7%	+$87.3K	0.72%	32
2015 Q4	$1.23M	Sell	17,368 -2,038	-11%	-$147K	0.69%	31
2015 Q3	$1.26M	Sell	19,406 -1,558	-7%	-$113K	0.72%	31
2015 Q2	$1.69M	Sell	20,964 -891	-4%	-$74.9K	0.97%	24
2015 Q1	$1.79M	Sell	21,855 -1,290	-6%	-$107K	1.05%	23
2014 Q4	$1.91M	Sell	23,145 -27	-0.1%	-$2.25K	1.18%	22
2014 Q3	$1.99M	Sell	23,172 -585	-2%	-$51.3K	1.34%	20
2014 Q2	$2.08M	Buy	23,757 +13	+0.1%	+$1.1K	1.38%	19
2014 Q1	$1.98M	Sell	23,744 -713	-3%	-$57.7K	1.39%	19
2013 Q4	$1.99M	Buy	+24,457	New	+$1.9M	1.37%	18

Other funds holding IYM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

Cranbrook Wealth Management's IYM Position: Q1 2026 in Review

Cranbrook Wealth Management held its iShares US Basic Materials ETF (IYM) position steady in Q1 2026 at 462 shares worth $81.3K. The position accounts for 0.02% of the portfolio, ranked #169.

Cranbrook Wealth Management first reported a position in IYM in Q4 2013 and has held it in 50 quarters since. The position peaked at $2.08M in Q2 2014. 246 funds tracked by Wall St. Rank hold IYM as of Q1 2026.

Cranbrook Wealth Management held 462 shares of iShares US Basic Materials ETF worth $81.3K as of Q1 2026.
Cranbrook Wealth Management left its iShares US Basic Materials ETF share count unchanged in Q1 2026.
iShares US Basic Materials ETF made up 0.02% of Cranbrook Wealth Management's portfolio in Q1 2026, its #169 holding.
Cranbrook Wealth Management first reported a position in iShares US Basic Materials ETF in Q4 2013 and has held it in 50 quarters since.
Cranbrook Wealth Management's iShares US Basic Materials ETF position peaked at $2.08M in Q2 2014.
246 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2026.

Based on Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.