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

Geneos 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
2026
Q1 		$636K Buy
3,616
+340
+10% +$59.5K 0.01% 624
2025
Q4 		$504K Sell
3,276
-240
-7% -$35.5K 0.01% 657
2025
Q3 		$521K Hold
3,516
– – 0.01% 637
2025
Q2 		$492K Sell
3,516
-1,228
-26% -$163K 0.01% 711
2025
Q1 		$639K Buy
4,744
+3,206
+208% +$437K 0.01% 806
2024
Q4 		$200K Buy
1,538
+310
+25% +$44.8K 0.01% 831
2024
Q3 		$184K Sell
1,228
-84
-6% -$12K 0.01% 795
2024
Q2 		$184K Sell
1,312
-100
-7% -$14.4K 0.01% 723
2024
Q1 		$209K Hold
1,412
– – 0.01% 691
2023
Q4 		$195K Hold
1,412
– – 0.01% 678
2023
Q3 		$178K Hold
1,412
– – 0.01% 712
2023
Q2 		$188K Hold
1,412
– – 0.01% 698
2023
Q1 		$187K Hold
1,412
– – 0.01% 667
2022
Q4 		$176K Sell
1,412
-169
-11% -$20.8K 0.01% 665
2022
Q3 		$171K Sell
1,581
-2,415
-60% -$289K 0.01% 644
2022
Q2 		$471K Buy
3,996
+2,101
+111% +$290K 0.02% 513
2022
Q1 		$283K Buy
1,895
+38
+2% +$5.25K 0.01% 688
2021
Q4 		$260K Hold
1,857
– – 0.01% 769
2021
Q3 		$234K Sell
1,857
-426
-19% -$55.5K 0.01% 797
2021
Q2 		$300K Sell
2,283
-8
-0.3% -$1.07K 0.01% 690
2021
Q1 		$300K Hold
2,291
– – 0.01% 796
2020
Q4 		$290K Buy
2,291
+8
+0.4% +$852 0.01% 701
2020
Q3 		$220K Hold
2,283
– – 0.01% 662
2020
Q2 		$196K Buy
2,283
+84
+4% +$6.95K 0.01% 676
2020
Q1 		$149K Sell
2,199
-306
-12% -$26.4K 0.01% 709
2019
Q4 		$244K Hold
2,505
– – 0.01% 622
2019
Q3 		$229K Hold
2,505
– – 0.01% 608
2019
Q2 		$238K Hold
2,505
– – 0.01% 610
2019
Q1 		$229K Hold
2,505
– – 0.02% 603
2018
Q4 		$208K Sell
2,505
-145
-5% -$13K 0.02% 588
2018
Q3 		$260K Hold
2,650
– – 0.02% 554
2018
Q2 		$262K Hold
2,650
– – 0.02% 488
2018
Q1 		$254K Sell
2,650
-260
-9% -$26.7K 0.02% 464
2017
Q4 		$297K Buy
2,910
+370
+15% +$36.7K 0.03% 425
2017
Q3 		$243K Sell
2,540
-94
-4% -$8.69K 0.02% 462
2017
Q2 		$235K Sell
2,634
-281
-10% -$25K 0.02% 454
2017
Q1 		$259K Sell
2,915
-495
-15% -$43.4K 0.03% 417
2016
Q4 		$283K Sell
3,410
-40
-1% -$3.24K 0.04% 375
2016
Q3 		$272K Sell
3,450
-8,424
-71% -$668K 0.04% 378
2016
Q2 		$904K Buy
11,874
+9,234
+350% +$705K 0.13% 163
2016
Q1 		$195K Buy
+2,640
New +$177K 0.03% 435

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

Geneos Wealth Management's IYM Position: Q1 2026 in Review

Geneos Wealth Management increased its iShares US Basic Materials ETF (IYM) stake by 10% in Q1 2026, buying an estimated $59.5K and bringing the position to 3,616 shares worth $636K. The position accounts for 0.01% of the portfolio, ranked #624.

Geneos Wealth Management first reported a position in IYM in Q1 2016 and has held it in 41 quarters since. The position peaked at $904K in Q2 2016. 246 funds tracked by Wall St. Rank hold IYM as of Q1 2026.

  • Geneos Wealth Management held 3,616 shares of iShares US Basic Materials ETF worth $636K as of Q1 2026.
  • Geneos Wealth Management bought 340 iShares US Basic Materials ETF shares in Q1 2026, an estimated $59.5K.
  • iShares US Basic Materials ETF made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #624 holding.
  • Geneos Wealth Management first reported a position in iShares US Basic Materials ETF in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's iShares US Basic Materials ETF position peaked at $904K in Q2 2016.
  • 246 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.