Fairfield Financial Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

Fairfield Financial 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
2025 Q1	–	Sell	-325	Closed	-$42.3K	–	129
2024 Q4	$42.3K	Buy	325 +1	+0.3%	+$144	0.01%	130
2024 Q3	$48.6K	Buy	324 +2	+0.6%	+$285	0.02%	142
2024 Q2	$45.1K	Buy	+322	New	+$46.3K	0.01%	134
2023 Q4	$44.3K	Buy	320 +126	+65%	+$16.2K	0.02%	160
2023 Q3	$24.4K	Buy	194 +10	+5%	+$1.32K	0.01%	173
2023 Q2	$24.4K	Buy	184 +1	+0.5%	+$129	0.01%	178
2023 Q1	$23.9K	Buy	183 +1	+0.5%	+$133	0.01%	183
2022 Q4	$22.7K	Buy	182 +2	+1%	+$246	0.01%	165
2022 Q3	$19.5K	Buy	+180	New	+$21.6K	0.01%	174

Other funds holding IYM

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return