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

Dakota Wealth Management’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	$628K	Hold	3,500	–	–	0.01%	532
2026 Q1	$616K	Hold	3,500	–	–	0.01%	504
2025 Q4	$539K	Hold	3,500	–	–	0.01%	540
2025 Q3	$519K	Hold	3,500	–	–	0.01%	468
2025 Q2	$490K	Hold	3,500	–	–	0.01%	518
2025 Q1	$472K	Hold	3,500	–	–	0.01%	523
2024 Q4	$455K	Hold	3,500	–	–	0.01%	526
2024 Q3	$526K	Hold	3,500	–	–	0.01%	492
2024 Q2	$490K	Hold	3,500	–	–	0.01%	513
2024 Q1	$517K	Buy	+3,500	New	+$481K	0.01%	496

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

Dakota Wealth Management's IYM Position: Q2 2026 in Review

Dakota Wealth Management held its iShares US Basic Materials ETF (IYM) position steady in Q2 2026 at 3,500 shares worth $628K. The position accounts for 0.01% of the portfolio, ranked #532.

Dakota Wealth Management first reported a position in IYM in Q1 2024 and has held it in 10 quarters since. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

Dakota Wealth Management held 3,500 shares of iShares US Basic Materials ETF worth $628K as of Q2 2026.
Dakota Wealth Management left its iShares US Basic Materials ETF share count unchanged in Q2 2026.
iShares US Basic Materials ETF made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #532 holding.
Dakota Wealth Management first reported a position in iShares US Basic Materials ETF in Q1 2024 and has held it in 10 quarters since.
272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.