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

CreativeOne Wealth’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 		$407K Sell
2,265
-26
-1% -$4.76K 0.01% 870
2026
Q1 		$403K Buy
2,291
+238
+12% +$41.6K 0.01% 878
2025
Q4 		$316K Buy
2,053
+460
+29% +$68.1K 0.01% 929
2025
Q3 		$236K Buy
1,593
+91
+6% +$13.3K 0.01% 1046
2025
Q2 		$210K Buy
+1,502
New +$199K 0.01% 1042
2021
Q1 		– Sell
-2,905
Closed -$329K – 586
2020
Q4 		$329K Buy
+2,905
New +$309K 0.03% 355

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

CreativeOne Wealth's IYM Position: Q2 2026 in Review

CreativeOne Wealth reduced its iShares US Basic Materials ETF (IYM) stake by 1.1% in Q2 2026, selling an estimated $4.76K and leaving 2,265 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #870.

CreativeOne Wealth first reported a position in IYM in Q4 2020 and has held it in 6 quarters since. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • CreativeOne Wealth held 2,265 shares of iShares US Basic Materials ETF worth $407K as of Q2 2026.
  • CreativeOne Wealth sold 26 iShares US Basic Materials ETF shares in Q2 2026, an estimated $4.76K.
  • iShares US Basic Materials ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #870 holding.
  • CreativeOne Wealth first reported a position in iShares US Basic Materials ETF in Q4 2020 and has held it in 6 quarters since.
  • 272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.