CX Institutional’s iShares US Basic Materials ETF IYM Stock Holding History

CX Institutional’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	$4K	Sell	23 -23	-50%	-$4.21K	﹤0.01%	1389
2026 Q1	$8K	Sell	46 -25	-35%	-$4.37K	﹤0.01%	1323
2025 Q4	$11K	Sell	71 -79	-53%	-$11.7K	﹤0.01%	1182
2025 Q3	$22K	Sell	150 -328	-69%	-$47.9K	﹤0.01%	1078
2025 Q2	$67K	Buy	+478	New	+$63.5K	﹤0.01%	817
2022 Q4	–	Sell	-17,965	Closed	-$1.94M	–	538
2022 Q3	$1.94M	Buy	17,965 +15,745	+709%	+$1.89M	0.13%	188
2022 Q2	$262K	Buy	+2,220	New	+$307K	0.02%	396
2019 Q1	–	Sell	-703	Closed	-$59K	–	807
2018 Q4	$59K	Buy	+703	New	+$62.9K	0.01%	246

Other funds holding IYM

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 New York $138B AUM 41.87% 1-Year Est. Return

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

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

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

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

CX Institutional's IYM Position: Q2 2026 in Review

CX Institutional reduced its iShares US Basic Materials ETF (IYM) stake by 50% in Q2 2026, selling an estimated $4.21K and leaving 23 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1389.

CX Institutional first reported a position in IYM in Q4 2018 and has held it in 8 quarters since. The position peaked at $1.94M in Q3 2022. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

CX Institutional held 23 shares of iShares US Basic Materials ETF worth $4K as of Q2 2026.
CX Institutional sold 23 iShares US Basic Materials ETF shares in Q2 2026, an estimated $4.21K.
iShares US Basic Materials ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1389 holding.
CX Institutional first reported a position in iShares US Basic Materials ETF in Q4 2018 and has held it in 8 quarters since.
CX Institutional's iShares US Basic Materials ETF position peaked at $1.94M in Q3 2022.
272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.