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
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

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

Focus Partners Wealth's IYM Position: Q1 2026 in Review

Focus Partners Wealth increased its iShares US Basic Materials ETF (IYM) stake by 3.9% in Q1 2026, buying an estimated $93.6K and bringing the position to 14,249 shares worth $2.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

Focus Partners Wealth first reported a position in IYM in Q1 2024 and has held it in 8 quarters since. 246 funds tracked by Wall St. Rank hold IYM as of Q1 2026.

  • Focus Partners Wealth held 14,249 shares of iShares US Basic Materials ETF worth $2.51M as of Q1 2026.
  • Focus Partners Wealth bought 535 iShares US Basic Materials ETF shares in Q1 2026, an estimated $93.6K.
  • iShares US Basic Materials ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1215 holding.
  • Focus Partners Wealth first reported a position in iShares US Basic Materials ETF in Q1 2024 and has held it in 8 quarters since.
  • 246 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.