Creative Planning
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Creative Planning’s iShares US Basic Materials ETF IYM Stock Holding History

Creative Planning’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 		$300K Sell
1,669
-32
-2% -$5.86K ﹤0.01% 3560
2026
Q1 		$299K Buy
+1,701
New +$298K ﹤0.01% 3429
2022
Q2 		– Sell
-1,418
Closed -$212K – 2412
2022
Q1 		$212K Buy
+1,418
New +$196K ﹤0.01% 1862
2017
Q3 		– Sell
-1,686
Closed -$151K – 2812
2017
Q2 		$151K Sell
1,686
-450
-21% -$40K ﹤0.01% 1691
2017
Q1 		$190K Buy
2,136
+375
+21% +$32.9K ﹤0.01% 1524
2016
Q4 		$146K Buy
1,761
+325
+23% +$26.3K ﹤0.01% 1597
2016
Q3 		$113K Buy
1,436
+22
+2% +$1.74K ﹤0.01% 1767
2016
Q2 		$107K Buy
1,414
+7
+0.5% +$534 ﹤0.01% 1636
2016
Q1 		$103K Hold
1,407
– – ﹤0.01% 1613
2015
Q4 		$99K Buy
1,407
+101
+8% +$7.28K ﹤0.01% 1633
2015
Q3 		$85K Buy
+1,306
New +$94.8K ﹤0.01% 1679
2015
Q2 		– Sell
-3,473
Closed -$284K – 2065
2015
Q1 		$284K Sell
3,473
-8
-0.2% -$663 ﹤0.01% 1030
2014
Q4 		$287K Hold
3,481
– – ﹤0.01% 962
2014
Q3 		$300K Buy
3,481
+1,707
+96% +$150K ﹤0.01% 862
2014
Q2 		$155K Buy
1,774
+178
+11% +$15.1K ﹤0.01% 1172
2014
Q1 		$133K Buy
1,596
+1,010
+172% +$81.7K ﹤0.01% 1221
2013
Q4 		$48K Sell
586
-14
-2% -$1.09K ﹤0.01% 1629
2013
Q3 		$44K Buy
600
+250
+71% +$17.9K ﹤0.01% 1587
2013
Q2 		$23K Buy
+350
New +$24.5K ﹤0.01% 1842

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

Creative Planning's IYM Position: Q2 2026 in Review

Creative Planning reduced its iShares US Basic Materials ETF (IYM) stake by 1.9% in Q2 2026, selling an estimated $5.86K and leaving 1,669 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #3560.

Creative Planning first reported a position in IYM in Q2 2013 and has held it in 19 quarters since. The position peaked at $300K in Q3 2014. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Creative Planning held 1,669 shares of iShares US Basic Materials ETF worth $300K as of Q2 2026.
  • Creative Planning sold 32 iShares US Basic Materials ETF shares in Q2 2026, an estimated $5.86K.
  • iShares US Basic Materials ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3560 holding.
  • Creative Planning first reported a position in iShares US Basic Materials ETF in Q2 2013 and has held it in 19 quarters since.
  • Creative Planning's iShares US Basic Materials ETF position peaked at $300K in Q3 2014.
  • 272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.