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 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

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 New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Focus Financial Network's IYM Position: Q2 2026 in Review

Focus Financial Network increased its iShares US Basic Materials ETF (IYM) stake by 0.07% in Q2 2026, buying an estimated $183 and bringing the position to 1,427 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #660.

Focus Financial Network first reported a position in IYM in Q1 2019 and has held it in 11 quarters since. The position peaked at $286K in Q1 2019. 273 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

Focus Financial Network held 1,427 shares of iShares US Basic Materials ETF worth $256K as of Q2 2026.
Focus Financial Network bought 1 iShares US Basic Materials ETF share in Q2 2026, an estimated $183.
iShares US Basic Materials ETF made up 0.01% of Focus Financial Network's portfolio in Q2 2026, its #660 holding.
Focus Financial Network first reported a position in iShares US Basic Materials ETF in Q1 2019 and has held it in 11 quarters since.
Focus Financial Network's iShares US Basic Materials ETF position peaked at $286K in Q1 2019.
273 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.