FWM
IYM icon

Foguth Wealth Management’s iShares US Basic Materials ETF IYM Stock Holding History

Foguth Wealth Management’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
2025
Q1 		– Sell
-1,960
Closed -$269K – 156
2024
Q4 		$269K Sell
1,960
-408
-17% -$59K 0.07% 123
2024
Q3 		$350K Sell
2,368
-297
-11% -$42.4K 0.13% 90
2024
Q2 		$373K Buy
2,665
+139
+6% +$20K 0.16% 77
2024
Q1 		$373K Buy
+2,526
New +$347K 0.2% 86

Other funds holding IYM

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Foguth Wealth Management's IYM Position: Q1 2025 in Review

Foguth Wealth Management sold out of iShares US Basic Materials ETF (IYM) in Q1 2025, closing a stake of 1,960 shares — an estimated $269K sold.

Foguth Wealth Management first reported a position in IYM in Q1 2024 and held it in 4 quarters. The position peaked at $373K in Q2 2024. 183 funds tracked by Wall St. Rank hold IYM as of Q1 2025.

  • Foguth Wealth Management reported no remaining iShares US Basic Materials ETF position as of Q1 2025 after selling out during the quarter.
  • Foguth Wealth Management sold 1,960 iShares US Basic Materials ETF shares in Q1 2025, an estimated $269K.
  • Foguth Wealth Management first reported a position in iShares US Basic Materials ETF in Q1 2024 and held it in 4 quarters.
  • Foguth Wealth Management's iShares US Basic Materials ETF position peaked at $373K in Q2 2024.
  • 183 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2025.

Based on Foguth Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.