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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
Q3 		$94.9K Sell
533
-42,982
-99% -$7.91M ﹤0.01% 2900
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

FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Farther Finance Advisors's IYM Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares US Basic Materials ETF (IYM) stake by 99% in Q3 2026, selling an estimated $7.91M and leaving 533 shares worth $94.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2900.

Farther Finance Advisors first reported a position in IYM in Q1 2023 and has held it in 15 quarters since. The position peaked at $7.81M in Q2 2026. 10 funds tracked by Wall St. Rank hold IYM as of Q3 2026.

  • Farther Finance Advisors held 533 shares of iShares US Basic Materials ETF worth $94.9K as of Q3 2026.
  • Farther Finance Advisors sold 42,982 iShares US Basic Materials ETF shares in Q3 2026, an estimated $7.91M.
  • iShares US Basic Materials ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2900 holding.
  • Farther Finance Advisors first reported a position in iShares US Basic Materials ETF in Q1 2023 and has held it in 15 quarters since.
  • Farther Finance Advisors's iShares US Basic Materials ETF position peaked at $7.81M in Q2 2026.
  • 10 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.