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Essex LLC’s iShares US Basic Materials ETF IYM Stock Holding History

Essex LLC’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 		$623K Sell
3,539
-1
-0% -$175 0.11% 104
2025
Q4 		$545K Sell
3,540
-54
-2% -$8K 0.1% 110
2025
Q3 		$533K Sell
3,594
-25
-0.7% -$3.65K 0.1% 109
2025
Q2 		$507K Buy
3,619
+123
+4% +$16.3K 0.1% 109
2025
Q1 		$471K Sell
3,496
-364
-9% -$49.6K 0.1% 104
2024
Q4 		$502K Sell
3,860
-75
-2% -$10.8K 0.11% 102
2024
Q3 		$591K Sell
3,935
-165
-4% -$23.5K 0.12% 101
2024
Q2 		$574K Sell
4,100
-455
-10% -$65.4K 0.13% 102
2024
Q1 		$673K Sell
4,555
-310
-6% -$42.6K 0.16% 93
2023
Q4 		$672K Sell
4,865
-1,585
-25% -$203K 0.17% 92
2023
Q3 		$815K Sell
6,450
-2,655
-29% -$351K 0.23% 85
2023
Q2 		$1.21M Sell
9,105
-770
-8% -$99.2K 0.34% 72
2023
Q1 		$1.23M Hold
9,875
– – 0.37% 72
2022
Q4 		$1.23M Sell
9,875
-75
-0.8% -$9.22K 0.37% 72
2022
Q3 		$1.08M Sell
9,950
-105
-1% -$12.6K 0.35% 70
2022
Q2 		$1.18M Sell
10,055
-100
-1% -$13.8K 0.37% 71
2022
Q1 		$1.52M Sell
10,155
-405
-4% -$55.9K 0.41% 70
2021
Q4 		$1.48M Sell
10,560
-100
-0.9% -$13.5K 0.4% 70
2021
Q3 		$1.33M Buy
+10,660
New +$1.39M 0.37% 70

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

Essex LLC's IYM Position: Q1 2026 in Review

Essex LLC reduced its iShares US Basic Materials ETF (IYM) stake by 0.03% in Q1 2026, selling an estimated $175 and leaving 3,539 shares worth $623K. The position accounts for 0.11% of the portfolio, ranked #104.

Essex LLC first reported a position in IYM in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.52M in Q1 2022. 246 funds tracked by Wall St. Rank hold IYM as of Q1 2026.

  • Essex LLC held 3,539 shares of iShares US Basic Materials ETF worth $623K as of Q1 2026.
  • Essex LLC sold 1 iShares US Basic Materials ETF share in Q1 2026, an estimated $175.
  • iShares US Basic Materials ETF made up 0.11% of Essex LLC's portfolio in Q1 2026, its #104 holding.
  • Essex LLC first reported a position in iShares US Basic Materials ETF in Q3 2021 and has held it in 19 quarters since.
  • Essex LLC's iShares US Basic Materials ETF position peaked at $1.52M in Q1 2022.
  • 246 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2026.

Based on Essex LLC's 13F filing for Q1 2026, filed 24 Apr 2026.