Curi RMB Capital’s iShares US Basic Materials ETF IYM Stock Holding History

Curi RMB Capital’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
2025 Q2	–	Sell	-23,027	Closed	-$3.1M	–	675
2025 Q1	$3.1M	Buy	+23,027	New	+$3.14M	0.08%	230
2018 Q4	–	Sell	-3,789	Closed	-$373K	–	945
2018 Q3	$373K	Buy	3,789 +1,003	+36%	+$101K	0.01%	683
2018 Q2	$276K	Buy	+2,786	New	+$279K	0.01%	744
2018 Q1	–	Sell	-3,050	Closed	-$312K	–	942
2017 Q4	$312K	Buy	+3,050	New	+$303K	0.01%	707

Other funds holding IYM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Curi RMB Capital's IYM Position: Q2 2025 in Review

Curi RMB Capital sold out of iShares US Basic Materials ETF (IYM) in Q2 2025, closing a stake of 23,027 shares — an estimated $3.1M sold.

Curi RMB Capital first reported a position in IYM in Q4 2017 and held it in 4 quarters. The position peaked at $3.1M in Q1 2025. 184 funds tracked by Wall St. Rank hold IYM as of Q2 2025.

Curi RMB Capital reported no remaining iShares US Basic Materials ETF position as of Q2 2025 after selling out during the quarter.
Curi RMB Capital sold 23,027 iShares US Basic Materials ETF shares in Q2 2025, an estimated $3.1M.
Curi RMB Capital first reported a position in iShares US Basic Materials ETF in Q4 2017 and held it in 4 quarters.
Curi RMB Capital's iShares US Basic Materials ETF position peaked at $3.1M in Q1 2025.
184 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2025.

Based on Curi RMB Capital's 13F filing for Q2 2025, filed 14 Aug 2025.