BFC Planning, Inc.’s iShares US Basic Materials ETF IYM Stock Holding History

BFC Planning, Inc.’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	$6.32M	Buy	35,187 +34,146	+3,280%	+$6.25M	0.26%	83
2026 Q1	$183K	Buy	1,041 +1,001	+2,503%	+$175K	0.01%	905
2025 Q4	$6.16K	Sell	40 -146	-78%	-$21.6K	﹤0.01%	2271
2025 Q3	$27.6K	Sell	186 -211	-53%	-$30.8K	﹤0.01%	1419
2025 Q2	$55.6K	Buy	397 +25	+7%	+$3.32K	﹤0.01%	1083
2025 Q1	$50.1K	Hold	372	–	–	﹤0.01%	1102
2024 Q4	$48.3K	Buy	+372	New	+$53.7K	﹤0.01%	1119

Other funds holding IYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

USA Financial Formulas Ada, Michigan $514M AUM 31.03% 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 $59.5B AUM 15.92% 1-Year Est. Return

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

Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

BFC Planning, Inc.'s IYM Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares US Basic Materials ETF (IYM) stake by 3,280% in Q2 2026, buying an estimated $6.25M and bringing the position to 35,187 shares worth $6.32M. The position accounts for 0.26% of the portfolio, ranked #83.

BFC Planning, Inc. first reported a position in IYM in Q4 2024 and has held it in 7 quarters since. 275 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

BFC Planning, Inc. held 35,187 shares of iShares US Basic Materials ETF worth $6.32M as of Q2 2026.
BFC Planning, Inc. bought 34,146 iShares US Basic Materials ETF shares in Q2 2026, an estimated $6.25M.
iShares US Basic Materials ETF made up 0.26% of BFC Planning, Inc.'s portfolio in Q2 2026, its #83 holding.
BFC Planning, Inc. first reported a position in iShares US Basic Materials ETF in Q4 2024 and has held it in 7 quarters since.
275 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.