Farther Finance Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

Farther Finance 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
2026 Q2	$7.81M	Buy	43,515 +41,844	+2,504%	+$7.66M	0.06%	276
2026 Q1	$299K	Sell	1,671 -150	-8%	-$26.2K	﹤0.01%	1735
2025 Q4	$280K	Buy	1,821 +1,651	+971%	+$244K	﹤0.01%	1686
2025 Q3	$25.2K	Sell	170 -112	-40%	-$16.4K	﹤0.01%	2878
2025 Q2	$39.5K	Buy	282 +276	+4,600%	+$36.6K	﹤0.01%	2247
2025 Q1	$809	Buy	6 +3	+100%	+$409	﹤0.01%	3682
2024 Q4	$390	Hold	3	–	–	﹤0.01%	3493
2024 Q3	$450	Hold	3	–	–	﹤0.01%	3455
2024 Q2	$415	Sell	3 -21	-88%	-$3.02K	﹤0.01%	3322
2024 Q1	$3.55K	Buy	24 +17	+243%	+$2.33K	﹤0.01%	2236
2023 Q4	$967	Buy	7 +1	+17%	+$128	﹤0.01%	2746
2023 Q3	$758	Sell	6 -223	-97%	-$29.5K	﹤0.01%	2153
2023 Q2	$30.5K	Buy	229 +226	+7,533%	+$29.1K	0.01%	857
2023 Q1	$398	Buy	+3	New	+$399	﹤0.01%	2065

Other funds holding IYM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

FPFC

Financial Planning Fort Collins Fort Collins, Colorado $132M AUM

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Farther Finance Advisors's IYM Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares US Basic Materials ETF (IYM) stake by 2,504% in Q2 2026, buying an estimated $7.66M and bringing the position to 43,515 shares worth $7.81M. The position accounts for 0.06% of the portfolio, ranked #276.

Farther Finance Advisors first reported a position in IYM in Q1 2023 and has held it in 14 quarters since. 34 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

Farther Finance Advisors held 43,515 shares of iShares US Basic Materials ETF worth $7.81M as of Q2 2026.
Farther Finance Advisors bought 41,844 iShares US Basic Materials ETF shares in Q2 2026, an estimated $7.66M.
iShares US Basic Materials ETF made up 0.06% of Farther Finance Advisors's portfolio in Q2 2026, its #276 holding.
Farther Finance Advisors first reported a position in iShares US Basic Materials ETF in Q1 2023 and has held it in 14 quarters since.
34 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.