Focus Financial Network
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Focus Financial Network’s iShares US Basic Materials ETF IYM Stock Holding History

Focus Financial Network’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 		– Sell
-1,427
Closed -$256K – 786
2026
Q2 		$256K Buy
1,427
+1
+0.1% +$183 0.01% 660
2026
Q1 		$251K Sell
1,426
-12
-0.8% -$2.1K 0.01% 637
2025
Q4 		$221K Buy
+1,438
New +$213K 0.01% 672
2025
Q3 		– Sell
-1,850
Closed -$259K – 758
2025
Q2 		$259K Buy
1,850
+123
+7% +$16.3K 0.01% 616
2025
Q1 		$233K Buy
1,727
+23
+1% +$3.13K 0.01% 618
2024
Q4 		$221K Buy
1,704
+83
+5% +$12K 0.01% 630
2024
Q3 		$243K Buy
1,621
+111
+7% +$15.8K 0.01% 599
2024
Q2 		$220K Buy
1,510
+24
+2% +$3.45K 0.01% 610
2024
Q1 		$211K Buy
1,486
+2
+0.1% +$275 0.01% 586
2023
Q4 		$205K Buy
+1,484
New +$191K 0.01% 681
2019
Q2 		– Sell
-3,127
Closed -$286K – 372
2019
Q1 		$286K Buy
+3,127
New +$281K 0.05% 287

Other funds holding IYM

Summit Financial Consulting
Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
Financial Planning Fort Collins
Financial Planning Fort Collins Fort Collins, Colorado $137M AUM 12.62% 1-Year Est. Return
Lifestyle Asset Management
Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $354M AUM 38.71% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Pathway Financial Advisors
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
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Wealth Management Partners
Wealth Management Partners Tucson, Arizona $426M AUM 43.17% 1-Year Est. Return

Focus Financial Network's IYM Position: Q3 2026 in Review

Focus Financial Network sold out of iShares US Basic Materials ETF (IYM) in Q3 2026, closing a stake of 1,427 shares — an estimated $256K sold.

Focus Financial Network first reported a position in IYM in Q1 2019 and held it in 11 quarters. The position peaked at $286K in Q1 2019. 56 funds tracked by Wall St. Rank hold IYM as of Q3 2026.

  • Focus Financial Network reported no remaining iShares US Basic Materials ETF position as of Q3 2026 after selling out during the quarter.
  • Focus Financial Network sold 1,427 iShares US Basic Materials ETF shares in Q3 2026, an estimated $256K.
  • Focus Financial Network first reported a position in iShares US Basic Materials ETF in Q1 2019 and held it in 11 quarters.
  • Focus Financial Network's iShares US Basic Materials ETF position peaked at $286K in Q1 2019.
  • 56 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.