First Heartland Consultants’s iShares US Basic Materials ETF IYM Stock Holding History

First Heartland Consultants’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	$7.12M	Buy	39,664 +38,128	+2,482%	+$6.98M	0.46%	58
2026 Q1	$270K	Sell	1,536 -1,334	-46%	-$233K	0.02%	439
2025 Q4	$442K	Buy	2,870 +1,334	+87%	+$198K	0.03%	318
2025 Q3	$228K	Sell	1,536 -9	-0.6%	-$1.31K	0.02%	475
2025 Q2	$216K	Sell	1,545 -88	-5%	-$11.7K	0.02%	461
2025 Q1	$220K	Sell	1,633 -30	-2%	-$4.09K	0.02%	409
2024 Q4	$216K	Sell	1,663 -8,951	-84%	-$1.29M	0.02%	412
2024 Q3	$1.59M	Buy	10,614 +9,051	+579%	+$1.29M	0.17%	105
2024 Q2	$219	Buy	1,563 +14	+0.9%	+$2.01K	0.02%	399
2024 Q1	$229K	Sell	1,549 -109	-7%	-$15K	0.02%	383
2023 Q4	$229K	Sell	1,658 -33,508	-95%	-$4.3M	0.03%	333
2023 Q3	$4.44M	Buy	35,166 +28,220	+406%	+$3.73M	0.56%	51
2023 Q2	$924K	Sell	6,946 -2,667	-28%	-$344K	0.12%	145
2023 Q1	$1.27M	Buy	+9,613	New	+$1.28M	0.19%	116
2022 Q3	–	Sell	-5,361	Closed	-$631K	–	359
2022 Q2	$631K	Buy	+5,361	New	+$741K	0.1%	161
2021 Q4	–	Sell	-5,040	Closed	-$628K	–	396
2021 Q3	$628K	Buy	+5,040	New	+$657K	0.1%	171
2021 Q1	–	Sell	-9,057	Closed	-$1.03M	–	397
2020 Q4	$1.03M	Buy	+9,057	New	+$965K	0.17%	100
2018 Q2	–	Sell	-17,742	Closed	-$1.71M	–	253
2018 Q1	$1.71M	Buy	17,742 +4,633	+35%	+$475K	0.51%	62
2017 Q4	$1.34M	Buy	13,109 +7,069	+117%	+$702K	0.4%	73
2017 Q3	$579K	Sell	6,040 -22,109	-79%	-$2.04M	0.14%	192
2017 Q2	$2.52M	Buy	28,149 +24,993	+792%	+$2.22M	0.65%	35
2017 Q1	$281K	Buy	+3,156	New	+$277K	0.08%	264
2016 Q4	–	Sell	-28,681	Closed	-$2.27M	–	339
2016 Q3	$2.27M	Buy	28,681 +3,252	+13%	+$258K	0.66%	34
2016 Q2	$1.93K	Buy	+25,429	New	+$1.94M	0.21%	41
2015 Q4	–	Sell	-3,381	Closed	-$219K	–	276
2015 Q3	$219K	Sell	3,381 -395	-10%	-$28.7K	0.09%	223
2015 Q2	$304	Sell	3,776 -52	-1%	-$4.37K	0.08%	187
2015 Q1	$314K	Sell	3,828 -7,165	-65%	-$594K	0.12%	186
2014 Q4	$907K	Sell	10,993 -35,708	-76%	-$2.97M	0.38%	73
2014 Q3	$4.02M	Sell	46,701 -7,811	-14%	-$685K	1.77%	8
2014 Q2	$4.77M	Buy	54,512 +3,404	+7%	+$289K	2.16%	4
2014 Q1	$4.26M	Buy	51,108 +27,173	+114%	+$2.2M	2.1%	3
2013 Q4	$1.95M	Buy	23,935 +17,147	+253%	+$1.33M	1.1%	18
2013 Q3	$504K	Buy	6,788 +3,532	+108%	+$254K	0.3%	95
2013 Q2	$218K	Buy	+3,256	New	+$228K	0.13%	186

Other funds holding IYM

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SFS

Sharp Financial Services Horsham, Pennsylvania $216M AUM 23.88% 1-Year Est. Return

IFG

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

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

FPFC

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

LAM

Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Counterweight Ventures Wilmington, North Carolina $201M AUM 35.56% 1-Year Est. Return

PFA

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

First Heartland Consultants's IYM Position: Q2 2026 in Review

First Heartland Consultants increased its iShares US Basic Materials ETF (IYM) stake by 2,482% in Q2 2026, buying an estimated $6.98M and bringing the position to 39,664 shares worth $7.12M. The position accounts for 0.46% of the portfolio, ranked #58.

First Heartland Consultants first reported a position in IYM in Q2 2013 and has held it in 34 quarters since. 74 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

First Heartland Consultants held 39,664 shares of iShares US Basic Materials ETF worth $7.12M as of Q2 2026.
First Heartland Consultants bought 38,128 iShares US Basic Materials ETF shares in Q2 2026, an estimated $6.98M.
iShares US Basic Materials ETF made up 0.46% of First Heartland Consultants's portfolio in Q2 2026, its #58 holding.
First Heartland Consultants first reported a position in iShares US Basic Materials ETF in Q2 2013 and has held it in 34 quarters since.
74 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.