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D.A. Davidson & Co’s iShares US Basic Materials ETF IYM Stock Holding History

D.A. Davidson & Co’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
-4,340
Closed -$585K – 1479
2025
Q1 		$585K Buy
+4,340
New +$591K ﹤0.01% 955
2017
Q3 		– Sell
-100
Closed -$8K – 1553
2017
Q2 		$8K Hold
100
– – ﹤0.01% 2104
2017
Q1 		$8K Sell
100
-19
-16% -$1.67K ﹤0.01% 2082
2016
Q4 		$9K Buy
119
+1
+0.8% +$81 ﹤0.01% 2145
2016
Q3 		$8K Buy
118
+18
+18% +$1.43K ﹤0.01% 2098
2016
Q2 		$7K Sell
100
-70
-41% -$5.34K ﹤0.01% 2044
2016
Q1 		$12K Buy
170
+70
+70% +$4.7K ﹤0.01% 1862
2015
Q4 		$7K Hold
100
– – ﹤0.01% 1965
2015
Q3 		$6K Hold
100
– – ﹤0.01% 1974
2015
Q2 		$8K Hold
100
– – ﹤0.01% 1927
2015
Q1 		$8K Sell
100
-200
-67% -$16.6K ﹤0.01% 1841
2014
Q4 		$24K Sell
300
-100
-25% -$8.31K ﹤0.01% 1631
2014
Q3 		$34K Hold
400
– – ﹤0.01% 1547
2014
Q2 		$35K Sell
400
-20
-5% -$1.7K ﹤0.01% 1517
2014
Q1 		$34K Hold
420
– – ﹤0.01% 1516
2013
Q4 		$34K Hold
420
– – ﹤0.01% 1429
2013
Q3 		$31K Buy
420
+200
+91% +$14.4K ﹤0.01% 1256
2013
Q2 		$14K Buy
+220
New +$15.4K ﹤0.01% 1379

Other funds holding IYM

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

D.A. Davidson & Co's IYM Position: Q2 2025 in Review

D.A. Davidson & Co sold out of iShares US Basic Materials ETF (IYM) in Q2 2025, closing a stake of 4,340 shares — an estimated $585K sold.

D.A. Davidson & Co first reported a position in IYM in Q2 2013 and held it in 18 quarters. The position peaked at $585K in Q1 2025. 184 funds tracked by Wall St. Rank hold IYM as of Q2 2025.

  • D.A. Davidson & Co reported no remaining iShares US Basic Materials ETF position as of Q2 2025 after selling out during the quarter.
  • D.A. Davidson & Co sold 4,340 iShares US Basic Materials ETF shares in Q2 2025, an estimated $585K.
  • D.A. Davidson & Co first reported a position in iShares US Basic Materials ETF in Q2 2013 and held it in 18 quarters.
  • D.A. Davidson & Co's iShares US Basic Materials ETF position peaked at $585K in Q1 2025.
  • 184 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2025.

Based on D.A. Davidson & Co's 13F filing for Q2 2025, filed 30 Jul 2025.