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Equitable Holdings’s iShares US Basic Materials ETF IYM Stock Holding History

Equitable Holdings’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 		$3.57M Buy
19,858
+13,603
+217% +$2.49M 0.02% 555
2026
Q1 		$963K Buy
+6,255
New +$1.09M 0.01% 990
2024
Q4 		– Sell
-1,618
Closed -$243K – 1314
2024
Q3 		$243K Sell
1,618
-12,772
-89% -$1.82M ﹤0.01% 1115
2024
Q2 		$2.01M Sell
14,390
-18,940
-57% -$2.72M 0.02% 455
2024
Q1 		$4.92M Buy
33,330
+4,194
+14% +$576K 0.06% 243
2023
Q4 		$4.03M Sell
29,136
-3,548
-11% -$455K 0.05% 258
2023
Q3 		$4.13M Buy
32,684
+2,187
+7% +$289K 0.06% 227
2023
Q2 		$4.06M Buy
30,497
+1,165
+4% +$150K 0.06% 219
2023
Q1 		$3.89M Buy
29,332
+2,979
+11% +$396K 0.06% 211
2022
Q4 		$3.29M Sell
26,353
-169
-0.6% -$20.8K 0.06% 221
2022
Q3 		$2.87M Buy
26,522
+14,715
+125% +$1.76M 0.06% 215
2022
Q2 		$1.39M Buy
11,807
+620
+6% +$85.7K 0.03% 327
2022
Q1 		$1.67M Sell
11,187
-612
-5% -$84.5K 0.03% 312
2021
Q4 		$1.65M Sell
11,799
-25,919
-69% -$3.49M 0.03% 307
2021
Q3 		$4.7M Sell
37,718
-29
-0.1% -$3.78K 0.08% 154
2021
Q2 		$4.92M Buy
37,747
+3,557
+10% +$476K 0.08% 144
2021
Q1 		$4.29M Buy
+34,190
New +$4.08M 0.09% 154

Other funds holding IYM

Bank of America
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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
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
CB
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

Equitable Holdings's IYM Position: Q2 2026 in Review

Equitable Holdings increased its iShares US Basic Materials ETF (IYM) stake by 217% in Q2 2026, buying an estimated $2.49M and bringing the position to 19,858 shares worth $3.57M. The position accounts for 0.02% of the portfolio, ranked #555.

Equitable Holdings first reported a position in IYM in Q1 2021 and has held it in 17 quarters since. The position peaked at $4.92M in Q1 2024. 273 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Equitable Holdings held 19,858 shares of iShares US Basic Materials ETF worth $3.57M as of Q2 2026.
  • Equitable Holdings bought 13,603 iShares US Basic Materials ETF shares in Q2 2026, an estimated $2.49M.
  • iShares US Basic Materials ETF made up 0.02% of Equitable Holdings's portfolio in Q2 2026, its #555 holding.
  • Equitable Holdings first reported a position in iShares US Basic Materials ETF in Q1 2021 and has held it in 17 quarters since.
  • Equitable Holdings's iShares US Basic Materials ETF position peaked at $4.92M in Q1 2024.
  • 273 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.