Global Financial Private Client’s iShares US Basic Materials ETF IYM Stock Holding History

Global Financial Private Client’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
2025 Q2	–	Sell	-295	Closed	-$39.8K	–	903
2025 Q1	$39.8K	Hold	295	–	–	0.02%	357
2024 Q4	$38.3K	Hold	295	–	–	0.01%	349
2024 Q3	$44.3K	Hold	295	–	–	0.02%	327
2024 Q2	$41.3K	Hold	295	–	–	0.02%	315
2024 Q1	$43.6K	Hold	295	–	–	0.02%	316
2023 Q4	$40.8K	Hold	295	–	–	0.02%	315
2023 Q3	$36.7K	Hold	295	–	–	0.02%	313
2023 Q2	$39.5K	Hold	295	–	–	0.02%	310
2023 Q1	$39.3K	Hold	295	–	–	0.02%	301
2022 Q4	$36.8K	Hold	295	–	–	0.02%	301
2022 Q3	$33.1K	Hold	295	–	–	0.02%	305
2022 Q2	$34.8K	Hold	295	–	–	0.02%	295
2022 Q1	$44.5K	Hold	295	–	–	0.02%	275
2021 Q4	$41.4K	Hold	295	–	–	0.02%	282
2021 Q3	$37.3K	Hold	295	–	–	0.02%	266
2021 Q2	$38.7K	Hold	295	–	–	0.02%	269
2021 Q1	$37.5K	Hold	295	–	–	0.03%	234
2020 Q4	$33.5K	Hold	295	–	–	0.03%	227
2020 Q3	$28.7K	Hold	295	–	–	0.02%	232
2020 Q2	$26.3K	Hold	295	–	–	0.02%	273
2020 Q1	$19.5K	Hold	295	–	–	0.02%	310
2019 Q4	$28.9K	Buy	+295	New	+$27.7K	0.02%	308

Other funds holding IYM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Global Financial Private Client's IYM Position: Q2 2025 in Review

Global Financial Private Client sold out of iShares US Basic Materials ETF (IYM) in Q2 2025, closing a stake of 295 shares — an estimated $39.8K sold.

Global Financial Private Client first reported a position in IYM in Q4 2019 and held it in 22 quarters. The position peaked at $44.5K in Q1 2022. 184 funds tracked by Wall St. Rank hold IYM as of Q2 2025.

Global Financial Private Client reported no remaining iShares US Basic Materials ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 295 iShares US Basic Materials ETF shares in Q2 2025, an estimated $39.8K.
Global Financial Private Client first reported a position in iShares US Basic Materials ETF in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's iShares US Basic Materials ETF position peaked at $44.5K in Q1 2022.
184 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.