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 Q3	$4K	Sell	22 -1	-4%	-$184	﹤0.01%	1466
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

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

CX Institutional's IYM Position: Q3 2026 in Review

CX Institutional reduced its iShares US Basic Materials ETF (IYM) stake by 4.3% in Q3 2026, selling an estimated $184 and leaving 22 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1466.

CX Institutional first reported a position in IYM in Q4 2018 and has held it in 9 quarters since. The position peaked at $1.94M in Q3 2022. 10 funds tracked by Wall St. Rank hold IYM as of Q3 2026.

CX Institutional held 22 shares of iShares US Basic Materials ETF worth $4K as of Q3 2026.
CX Institutional sold 1 iShares US Basic Materials ETF share in Q3 2026, an estimated $184.
iShares US Basic Materials ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1466 holding.
CX Institutional first reported a position in iShares US Basic Materials ETF in Q4 2018 and has held it in 9 quarters since.
CX Institutional's iShares US Basic Materials ETF position peaked at $1.94M in Q3 2022.
10 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.