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Ferguson Wellman Capital Management’s iShares US Basic Materials ETF IYM Stock Holding History

Ferguson Wellman Capital 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 		$523K Hold
2,915
– – 0.01% 299
2026
Q1 		$513K Sell
2,915
-50
-2% -$8.75K 0.01% 288
2025
Q4 		$456K Sell
2,965
-40
-1% -$5.92K 0.01% 261
2025
Q3 		$445K Sell
3,005
-440
-13% -$64.3K 0.01% 261
2025
Q2 		$482K Sell
3,445
-500
-13% -$66.4K 0.01% 249
2025
Q1 		$532K Sell
3,945
-295
-7% -$40.2K 0.01% 235
2024
Q4 		$551K Hold
4,240
– – 0.01% 234
2024
Q3 		$637K Hold
4,240
– – 0.01% 222
2024
Q2 		$594K Hold
4,240
– – 0.01% 219
2024
Q1 		$626K Buy
4,240
+50
+1% +$6.87K 0.01% 228
2023
Q4 		$579K Hold
4,190
– – 0.01% 240
2023
Q3 		$529K Hold
4,190
– – 0.01% 239
2023
Q2 		$557K Hold
4,190
– – 0.01% 246
2023
Q1 		$555K Hold
4,190
– – 0.01% 243
2022
Q4 		$523K Buy
+4,190
New +$515K 0.01% 247
2020
Q4 		– Sell
-2,070
Closed -$204K – 369
2020
Q3 		$204K Buy
+2,070
New +$203K 0.01% 334
2020
Q1 		– Sell
-5,820
Closed -$570K – 338
2019
Q4 		$570K Hold
5,820
– – 0.02% 256
2019
Q3 		$537K Sell
5,820
-180
-3% -$16.6K 0.02% 252
2019
Q2 		$570K Sell
6,000
-3,880
-39% -$356K 0.02% 240
2019
Q1 		$903K Sell
9,880
-3,500
-26% -$314K 0.03% 206
2018
Q4 		$1.12M Buy
+13,380
New +$1.2M 0.04% 200

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

Ferguson Wellman Capital Management's IYM Position: Q2 2026 in Review

Ferguson Wellman Capital Management held its iShares US Basic Materials ETF (IYM) position steady in Q2 2026 at 2,915 shares worth $523K. The position accounts for 0.01% of the portfolio, ranked #299.

Ferguson Wellman Capital Management first reported a position in IYM in Q4 2018 and has held it in 21 quarters since. The position peaked at $1.12M in Q4 2018. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Ferguson Wellman Capital Management held 2,915 shares of iShares US Basic Materials ETF worth $523K as of Q2 2026.
  • Ferguson Wellman Capital Management left its iShares US Basic Materials ETF share count unchanged in Q2 2026.
  • iShares US Basic Materials ETF made up 0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #299 holding.
  • Ferguson Wellman Capital Management first reported a position in iShares US Basic Materials ETF in Q4 2018 and has held it in 21 quarters since.
  • Ferguson Wellman Capital Management's iShares US Basic Materials ETF position peaked at $1.12M in Q4 2018.
  • 272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.