Gladstone Institutional Advisory’s iShares US Basic Materials ETF IYM Stock Holding History

Gladstone Institutional Advisory’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 Q3	$1.46M	Buy	8,171 +381	+5%	+$70.1K	0.04%	378
2026 Q2	$1.4M	Sell	7,790 -306	-4%	-$56K	0.04%	355
2026 Q1	$1.42M	Sell	8,096 -1,268	-14%	-$222K	0.05%	313
2025 Q4	$1.44M	Buy	9,364 +542	+6%	+$80.3K	0.05%	298
2025 Q3	$1.31M	Buy	8,822 +497	+6%	+$72.6K	0.05%	317
2025 Q2	$1.17M	Sell	8,325 -97	-1%	-$12.9K	0.05%	321
2025 Q1	$1.14M	Buy	8,422 +3,859	+85%	+$526K	0.05%	311
2024 Q4	$593K	Buy	+4,563	New	+$659K	0.03%	429
2023 Q3	–	Sell	-24,284	Closed	-$3.23M	–	649
2023 Q2	$3.23M	Buy	+24,284	New	+$3.13M	0.2%	131

Other funds holding IYM

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.9B AUM 22.61% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Gladstone Institutional Advisory's IYM Position: Q3 2026 in Review

Gladstone Institutional Advisory increased its iShares US Basic Materials ETF (IYM) stake by 4.9% in Q3 2026, buying an estimated $70.1K and bringing the position to 8,171 shares worth $1.46M. The position accounts for 0.04% of the portfolio, ranked #378.

Gladstone Institutional Advisory first reported a position in IYM in Q2 2023 and has held it in 9 quarters since. The position peaked at $3.23M in Q2 2023. 215 funds tracked by Wall St. Rank hold IYM as of Q3 2026.

Gladstone Institutional Advisory held 8,171 shares of iShares US Basic Materials ETF worth $1.46M as of Q3 2026.
Gladstone Institutional Advisory bought 381 iShares US Basic Materials ETF shares in Q3 2026, an estimated $70.1K.
iShares US Basic Materials ETF made up 0.04% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #378 holding.
Gladstone Institutional Advisory first reported a position in iShares US Basic Materials ETF in Q2 2023 and has held it in 9 quarters since.
Gladstone Institutional Advisory's iShares US Basic Materials ETF position peaked at $3.23M in Q2 2023.
215 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.