EP Wealth Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

EP Wealth Advisors’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	$250K	Sell	1,394 -96	-6%	-$17.6K	﹤0.01%	1392
2026 Q1	$262K	Sell	1,490 -223	-13%	-$39K	﹤0.01%	1246
2025 Q4	$264K	Buy	+1,713	New	+$254K	﹤0.01%	1211
2025 Q2	$177K	Sell	1,264 -475	-27%	-$63.1K	﹤0.01%	1285
2025 Q1	$234K	Sell	1,739 -379	-18%	-$51.6K	﹤0.01%	1051
2024 Q4	$275K	Buy	2,118 +849	+67%	+$123K	﹤0.01%	911
2024 Q3	$191K	Buy	1,269 +112	+10%	+$16K	﹤0.01%	1056
2024 Q2	$162K	Buy	1,157 +12	+1%	+$1.73K	﹤0.01%	784
2024 Q1	$169K	Sell	1,145 -487	-30%	-$66.9K	﹤0.01%	756
2023 Q4	$225K	Buy	+1,632	New	+$210K	﹤0.01%	689
2023 Q1	–	Sell	-840	Closed	-$105K	–	669
2022 Q4	$105K	Buy	+840	New	+$103K	﹤0.01%	599
2022 Q3	–	Sell	-940	Closed	-$111K	–	486
2022 Q2	$111K	Hold	940	–	–	﹤0.01%	632
2022 Q1	$141K	Buy	+940	New	+$130K	﹤0.01%	608
2021 Q1	–	Sell	-890	Closed	-$101K	–	504
2020 Q4	$101K	Buy	+890	New	+$94.8K	﹤0.01%	454
2019 Q4	–	Sell	-2,205	Closed	-$203K	–	425
2019 Q3	$203K	Sell	2,205 -120	-5%	-$11K	0.01%	343
2019 Q2	$221K	Buy	+2,325	New	+$214K	0.01%	280

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

EP Wealth Advisors's IYM Position: Q2 2026 in Review

EP Wealth Advisors reduced its iShares US Basic Materials ETF (IYM) stake by 6.4% in Q2 2026, selling an estimated $17.6K and leaving 1,394 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #1392.

EP Wealth Advisors first reported a position in IYM in Q2 2019 and has held it in 16 quarters since. The position peaked at $275K in Q4 2024. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

EP Wealth Advisors held 1,394 shares of iShares US Basic Materials ETF worth $250K as of Q2 2026.
EP Wealth Advisors sold 96 iShares US Basic Materials ETF shares in Q2 2026, an estimated $17.6K.
iShares US Basic Materials ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1392 holding.
EP Wealth Advisors first reported a position in iShares US Basic Materials ETF in Q2 2019 and has held it in 16 quarters since.
EP Wealth Advisors's iShares US Basic Materials ETF position peaked at $275K in Q4 2024.
272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.