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Fairview Capital Investment Management’s iShares US Basic Materials ETF IYM Stock Holding History

Fairview Capital Investment Management’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 		$218K Hold
1,215
– – 0.01% 196
2026
Q1 		$214K Buy
+1,215
New +$213K 0.01% 186

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

Fairview Capital Investment Management's IYM Position: Q2 2026 in Review

Fairview Capital Investment Management held its iShares US Basic Materials ETF (IYM) position steady in Q2 2026 at 1,215 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #196.

Fairview Capital Investment Management first reported a position in IYM in Q1 2026 and has held it in 2 quarters since. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Fairview Capital Investment Management held 1,215 shares of iShares US Basic Materials ETF worth $218K as of Q2 2026.
  • Fairview Capital Investment Management left its iShares US Basic Materials ETF share count unchanged in Q2 2026.
  • iShares US Basic Materials ETF made up 0.01% of Fairview Capital Investment Management's portfolio in Q2 2026, its #196 holding.
  • Fairview Capital Investment Management first reported a position in iShares US Basic Materials ETF in Q1 2026 and has held it in 2 quarters since.
  • 272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Fairview Capital Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.