EH
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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
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

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

Equitable Holdings's IYM Position: Q1 2026 in Review

Equitable Holdings opened a new position in iShares US Basic Materials ETF (IYM) in Q1 2026: 6,255 shares worth $963K. The stake represents 0.01% of the portfolio and ranks #990 among its holdings. This is a return to the name: Equitable Holdings previously reported a position in IYM as recently as Q3 2024.

Equitable Holdings first reported a position in IYM in Q1 2021 and has held it in 16 quarters since. The position peaked at $4.92M in Q1 2024. 246 funds tracked by Wall St. Rank hold IYM as of Q1 2026.

  • Equitable Holdings held 6,255 shares of iShares US Basic Materials ETF worth $963K as of Q1 2026.
  • iShares US Basic Materials ETF was a new Equitable Holdings position in Q1 2026.
  • iShares US Basic Materials ETF made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #990 holding.
  • Equitable Holdings first reported a position in iShares US Basic Materials ETF in Q1 2021 and has held it in 16 quarters since.
  • Equitable Holdings's iShares US Basic Materials ETF position peaked at $4.92M in Q1 2024.
  • 246 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.