Focus Partners Wealth
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Focus Partners Wealth’s iShares US Basic Materials ETF IYM Stock Holding History

Focus Partners Wealth’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 		$2.63M Buy
14,637
+388
+3% +$71.1K ﹤0.01% 1232
2026
Q1 		$2.51M Buy
14,249
+535
+4% +$93.6K ﹤0.01% 1215
2025
Q4 		$2.11M Buy
13,714
+1,503
+12% +$223K ﹤0.01% 1303
2025
Q3 		$1.81M Sell
12,211
-420
-3% -$61.4K ﹤0.01% 1059
2025
Q2 		$1.77M Sell
12,631
-262
-2% -$34.8K ﹤0.01% 939
2025
Q1 		$1.74M Sell
12,893
-3,787
-23% -$516K ﹤0.01% 883
2024
Q4 		$2.17M Buy
+16,680
New +$2.41M 0.01% 811
2024
Q3 		– Sell
-15,288
Closed -$2.2M – 1644
2024
Q2 		$2.2M Buy
15,288
+5
+0% +$719 0.01% 633
2024
Q1 		$2.15M Buy
+15,283
New +$2.1M 0.02% 466

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

Focus Partners Wealth's IYM Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares US Basic Materials ETF (IYM) stake by 2.7% in Q2 2026, buying an estimated $71.1K and bringing the position to 14,637 shares worth $2.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1232.

Focus Partners Wealth first reported a position in IYM in Q1 2024 and has held it in 9 quarters since. 273 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Focus Partners Wealth held 14,637 shares of iShares US Basic Materials ETF worth $2.63M as of Q2 2026.
  • Focus Partners Wealth bought 388 iShares US Basic Materials ETF shares in Q2 2026, an estimated $71.1K.
  • iShares US Basic Materials ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1232 holding.
  • Focus Partners Wealth first reported a position in iShares US Basic Materials ETF in Q1 2024 and has held it in 9 quarters since.
  • 273 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.