Empirical Asset Management’s iShares US Basic Materials ETF IYM Stock Holding History

Empirical Asset 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	$623K	Hold	3,469	–	–	0.14%	191
2026 Q1	$610K	Hold	3,469	–	–	0.16%	181
2025 Q4	$534K	Sell	3,469 -126	-4%	-$18.7K	0.15%	192
2025 Q3	$533K	Hold	3,595	–	–	0.15%	217
2025 Q2	$503K	Hold	3,595	–	–	0.16%	204
2025 Q1	$485K	Sell	3,595 -22	-0.6%	-$3K	0.17%	193
2024 Q4	$470K	Sell	3,617 -80	-2%	-$11.6K	0.16%	170
2024 Q3	$555K	Sell	3,697 -269	-7%	-$38.4K	0.2%	155
2024 Q2	$555K	Buy	+3,966	New	+$570K	0.21%	139

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

Empirical Asset Management's IYM Position: Q2 2026 in Review

Empirical Asset Management held its iShares US Basic Materials ETF (IYM) position steady in Q2 2026 at 3,469 shares worth $623K. The position accounts for 0.14% of the portfolio, ranked #191.

Empirical Asset Management first reported a position in IYM in Q2 2024 and has held it in 9 quarters since. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

Empirical Asset Management held 3,469 shares of iShares US Basic Materials ETF worth $623K as of Q2 2026.
Empirical Asset Management left its iShares US Basic Materials ETF share count unchanged in Q2 2026.
iShares US Basic Materials ETF made up 0.14% of Empirical Asset Management's portfolio in Q2 2026, its #191 holding.
Empirical Asset Management first reported a position in iShares US Basic Materials ETF in Q2 2024 and has held it in 9 quarters since.
272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.