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 $303B AUM 53.02% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fairfield Financial Advisors's IYM Position: Q1 2025 in Review

Fairfield Financial Advisors sold out of iShares US Basic Materials ETF (IYM) in Q1 2025, closing a stake of 325 shares — an estimated $42.3K sold.

Fairfield Financial Advisors first reported a position in IYM in Q3 2022 and held it in 9 quarters. The position peaked at $48.6K in Q3 2024. 183 funds tracked by Wall St. Rank hold IYM as of Q1 2025.

Fairfield Financial Advisors reported no remaining iShares US Basic Materials ETF position as of Q1 2025 after selling out during the quarter.
Fairfield Financial Advisors sold 325 iShares US Basic Materials ETF shares in Q1 2025, an estimated $42.3K.
Fairfield Financial Advisors first reported a position in iShares US Basic Materials ETF in Q3 2022 and held it in 9 quarters.
Fairfield Financial Advisors's iShares US Basic Materials ETF position peaked at $48.6K in Q3 2024.
183 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2025.

Based on Fairfield Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.