Glass Jacobson Investment Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

Glass Jacobson Investment 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	$108K	Sell	600 -414	-41%	-$75.8K	0.03%	248
2026 Q1	$178K	Hold	1,014	–	–	0.06%	198
2025 Q4	$156K	Sell	1,014 -100	-9%	-$14.8K	0.06%	206
2025 Q3	$165K	Hold	1,114	–	–	0.06%	204
2025 Q2	$156K	Sell	1,114 -435	-28%	-$57.8K	0.06%	193
2025 Q1	$201K	Hold	1,549	–	–	0.07%	232
2024 Q4	$201K	Hold	1,549	–	–	0.07%	232
2024 Q3	$233K	Buy	1,549 +13	+0.8%	+$1.85K	0.08%	217
2024 Q2	$215K	Buy	1,536 +33	+2%	+$4.75K	0.08%	205
2024 Q1	$222K	Buy	1,503 +23	+2%	+$3.16K	0.08%	203
2023 Q4	$204K	Buy	1,480 +780	+111%	+$100K	0.08%	200
2023 Q3	$88.4K	Hold	700	–	–	0.04%	270
2023 Q2	$93.1K	Buy	+700	New	+$90.2K	0.04%	267
2022 Q4	$87.3K	Buy	+700	New	+$86.1K	0.04%	280

Other funds holding IYM

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 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 $58.2B AUM 22.78% 1-Year Est. Return

CFA

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

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

Glass Jacobson Investment Advisors's IYM Position: Q2 2026 in Review

Glass Jacobson Investment Advisors reduced its iShares US Basic Materials ETF (IYM) stake by 41% in Q2 2026, selling an estimated $75.8K and leaving 600 shares worth $108K. The position accounts for 0.03% of the portfolio, ranked #248.

Glass Jacobson Investment Advisors first reported a position in IYM in Q4 2022 and has held it in 14 quarters since. The position peaked at $233K in Q3 2024. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

Glass Jacobson Investment Advisors held 600 shares of iShares US Basic Materials ETF worth $108K as of Q2 2026.
Glass Jacobson Investment Advisors sold 414 iShares US Basic Materials ETF shares in Q2 2026, an estimated $75.8K.
iShares US Basic Materials ETF made up 0.03% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #248 holding.
Glass Jacobson Investment Advisors first reported a position in iShares US Basic Materials ETF in Q4 2022 and has held it in 14 quarters since.
Glass Jacobson Investment Advisors's iShares US Basic Materials ETF position peaked at $233K in Q3 2024.
272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.