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Forvis Mazars Wealth Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

Forvis Mazars Wealth Advisors’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 		$647K Hold
3,602
– – 0.01% 268
2026
Q1 		$634K Sell
3,602
-46
-1% -$8.05K 0.01% 254
2025
Q4 		$562K Sell
3,648
-98
-3% -$14.5K 0.01% 270
2025
Q3 		$555K Sell
3,746
-132
-3% -$19.3K 0.01% 269
2025
Q2 		$543K Sell
3,878
-30
-0.8% -$3.98K 0.01% 272
2025
Q1 		$527K Sell
3,908
-440
-10% -$59.9K 0.01% 274
2024
Q4 		$565K Sell
4,348
-174
-4% -$25.1K 0.01% 293
2024
Q3 		$679K Buy
4,522
+174
+4% +$24.8K 0.02% 270
2024
Q2 		$609K Sell
4,348
-174
-4% -$25K 0.02% 263
2024
Q1 		$668K Buy
4,522
+91
+2% +$12.5K 0.02% 253
2023
Q4 		$612K Hold
4,431
– – 0.02% 251
2023
Q3 		$560K Hold
4,431
– – 0.02% 257
2023
Q2 		$590K Sell
4,431
-100
-2% -$12.9K 0.02% 269
2023
Q1 		$601K Hold
4,531
– – 0.02% 244
2022
Q4 		$565K Sell
4,531
-8
-0.2% -$984 0.02% 246
2022
Q3 		$491K Sell
4,539
-10
-0.2% -$1.2K 0.02% 255
2022
Q2 		$536K Sell
4,549
-613
-12% -$84.7K 0.02% 240
2022
Q1 		$772K Buy
5,162
+2
+0% +$276 0.03% 161
2021
Q4 		$724K Buy
5,160
+5
+0.1% +$673 0.03% 156
2021
Q3 		$642K Hold
5,155
– – 0.03% 155
2021
Q2 		$672K Sell
5,155
-251
-5% -$33.6K 0.03% 152
2021
Q1 		$679K Hold
5,406
– – 0.03% 148
2020
Q4 		$613K Sell
5,406
-140
-3% -$14.9K 0.03% 194
2020
Q3 		$548K Sell
5,546
-498
-8% -$48.9K 0.03% 197
2020
Q2 		$539K Buy
6,044
+10
+0.2% +$828 0.03% 188
2020
Q1 		$418K Sell
6,034
-247
-4% -$21.3K 0.03% 190
2019
Q4 		$615K Sell
6,281
-17
-0.3% -$1.6K 0.04% 166
2019
Q3 		$581K Hold
6,298
– – 0.05% 149
2019
Q2 		$598K Sell
6,298
-275
-4% -$25.3K 0.05% 144
2019
Q1 		$601K Buy
6,573
+5
+0.1% +$449 0.05% 145
2018
Q4 		$551K Sell
6,568
-336
-5% -$30.1K 0.06% 129
2018
Q3 		$679K Sell
6,904
-86
-1% -$8.64K 0.06% 125
2018
Q2 		$692K Hold
6,990
– – 0.07% 118
2018
Q1 		$672K Sell
6,990
-26
-0.4% -$2.67K 0.07% 118
2017
Q4 		$717K Buy
7,016
+8
+0.1% +$794 0.07% 113
2017
Q3 		$671K Sell
7,008
-240
-3% -$22.2K 0.07% 116
2017
Q2 		$648K Hold
7,248
– – 0.07% 115
2017
Q1 		$646K Buy
7,248
+13
+0.2% +$1.14K 0.08% 107
2016
Q4 		$602K Buy
7,235
+8
+0.1% +$647 0.08% 105
2016
Q3 		$571K Sell
7,227
-477
-6% -$37.8K 0.08% 106
2016
Q2 		$585K Sell
7,704
-31
-0.4% -$2.37K 0.09% 102
2016
Q1 		$567K Sell
7,735
-232
-3% -$15.6K 0.09% 99
2015
Q4 		$562K Sell
7,967
-149
-2% -$10.7K 0.08% 103
2015
Q3 		$525K Sell
8,116
-376
-4% -$27.3K 0.09% 96
2015
Q2 		$684K Sell
8,492
-142
-2% -$11.9K 0.1% 89
2015
Q1 		$707K Sell
8,634
-699
-7% -$58K 0.1% 90
2014
Q4 		$770K Sell
9,333
-106
-1% -$8.81K 0.13% 82
2014
Q3 		$812K Sell
9,439
-382
-4% -$33.5K 0.14% 77
2014
Q2 		$860K Sell
9,821
-392
-4% -$33.3K 0.15% 75
2014
Q1 		$849K Sell
10,213
-194
-2% -$15.7K 0.15% 84
2013
Q4 		$847K Sell
10,407
-307
-3% -$23.8K 0.16% 84
2013
Q3 		$793K Sell
10,714
-457
-4% -$32.8K 0.16% 83
2013
Q2 		$749K Buy
+11,171
New +$781K 0.59% 49

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

Forvis Mazars Wealth Advisors's IYM Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors held its iShares US Basic Materials ETF (IYM) position steady in Q2 2026 at 3,602 shares worth $647K. The position accounts for 0.01% of the portfolio, ranked #268.

Forvis Mazars Wealth Advisors first reported a position in IYM in Q2 2013 and has held it in 53 quarters since. The position peaked at $860K in Q2 2014. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 3,602 shares of iShares US Basic Materials ETF worth $647K as of Q2 2026.
  • Forvis Mazars Wealth Advisors left its iShares US Basic Materials ETF share count unchanged in Q2 2026.
  • iShares US Basic Materials ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #268 holding.
  • Forvis Mazars Wealth Advisors first reported a position in iShares US Basic Materials ETF in Q2 2013 and has held it in 53 quarters since.
  • Forvis Mazars Wealth Advisors's iShares US Basic Materials ETF position peaked at $860K in Q2 2014.
  • 272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.