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 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

SFS

Sharp Financial Services Horsham, Pennsylvania $216M AUM 23.88% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

FPFC

Financial Planning Fort Collins Fort Collins, Colorado $132M AUM

LAM

Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Gladstone Institutional Advisory's IYM Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its iShares US Basic Materials ETF (IYM) stake by 3.8% in Q2 2026, selling an estimated $56K and leaving 7,790 shares worth $1.4M. The position accounts for 0.04% of the portfolio, ranked #355.

Gladstone Institutional Advisory first reported a position in IYM in Q2 2023 and has held it in 8 quarters since. The position peaked at $3.23M in Q2 2023. 84 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

Gladstone Institutional Advisory held 7,790 shares of iShares US Basic Materials ETF worth $1.4M as of Q2 2026.
Gladstone Institutional Advisory sold 306 iShares US Basic Materials ETF shares in Q2 2026, an estimated $56K.
iShares US Basic Materials ETF made up 0.04% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #355 holding.
Gladstone Institutional Advisory first reported a position in iShares US Basic Materials ETF in Q2 2023 and has held it in 8 quarters since.
Gladstone Institutional Advisory's iShares US Basic Materials ETF position peaked at $3.23M in Q2 2023.
84 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.