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Evergreen Wealth Solutions’s iShares US Basic Materials ETF IYM Stock Holding History

Evergreen Wealth Solutions’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 		$563K Sell
3,019
-513
-15% -$94K 0.03% 299
2026
Q1 		$621K Buy
+3,532
New +$618K 0.04% 222

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

Evergreen Wealth Solutions's IYM Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its iShares US Basic Materials ETF (IYM) stake by 15% in Q2 2026, selling an estimated $94K and leaving 3,019 shares worth $563K. The position accounts for 0.03% of the portfolio, ranked #299.

Evergreen Wealth Solutions first reported a position in IYM in Q1 2026 and has held it in 2 quarters since. The position peaked at $621K in Q1 2026. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Evergreen Wealth Solutions held 3,019 shares of iShares US Basic Materials ETF worth $563K as of Q2 2026.
  • Evergreen Wealth Solutions sold 513 iShares US Basic Materials ETF shares in Q2 2026, an estimated $94K.
  • iShares US Basic Materials ETF made up 0.03% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #299 holding.
  • Evergreen Wealth Solutions first reported a position in iShares US Basic Materials ETF in Q1 2026 and has held it in 2 quarters since.
  • Evergreen Wealth Solutions's iShares US Basic Materials ETF position peaked at $621K in Q1 2026.
  • 272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.