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Global Retirement Partners’s iShares US Basic Materials ETF IYM Stock Holding History

Global Retirement Partners’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 		$1.08K Buy
+6
New +$1.1K ﹤0.01% 4182
2024
Q2 		– Sell
-50
Closed -$7.39K – 3596
2024
Q1 		$7.39K Hold
50
– – ﹤0.01% 2248
2023
Q4 		$6.62K Hold
50
– – ﹤0.01% 2217
2023
Q3 		$6.24K Hold
50
– – ﹤0.01% 2110
2023
Q2 		$6.65K Hold
50
– – ﹤0.01% 2103
2023
Q1 		$6.43K Hold
50
– – ﹤0.01% 2083
2022
Q4 		$6.24K Hold
50
– – ﹤0.01% 1951
2022
Q3 		$6K Hold
50
– – ﹤0.01% 1867
2022
Q2 		$6K Hold
50
– – ﹤0.01% 1826
2022
Q1 		$7K Buy
+50
New +$6.91K ﹤0.01% 1772
2021
Q1 		– Sell
-6,169
Closed -$700K – 1832
2020
Q4 		$700K Buy
+6,169
New +$657K 0.09% 194
2019
Q3 		– Sell
-228
Closed -$22K – 1641
2019
Q2 		$22K Hold
228
– – ﹤0.01% 859
2019
Q1 		$21K Hold
228
– – 0.01% 807
2018
Q4 		$19K Buy
+228
New +$20.4K ﹤0.01% 761
2018
Q1 		– Sell
-8,212
Closed -$839K – 1515
2017
Q4 		$839K Buy
+8,212
New +$815K 0.23% 87

Other funds holding IYM

Bank of America
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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
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
CB
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

Global Retirement Partners's IYM Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares US Basic Materials ETF (IYM) in Q2 2026: 6 shares worth $1.08K. The stake represents ﹤0.01% of the portfolio and ranks #4182 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IYM as recently as Q1 2024.

Global Retirement Partners first reported a position in IYM in Q4 2017 and has held it in 15 quarters since. The position peaked at $839K in Q4 2017. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Global Retirement Partners held 6 shares of iShares US Basic Materials ETF worth $1.08K as of Q2 2026.
  • iShares US Basic Materials ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares US Basic Materials ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4182 holding.
  • Global Retirement Partners first reported a position in iShares US Basic Materials ETF in Q4 2017 and has held it in 15 quarters since.
  • Global Retirement Partners's iShares US Basic Materials ETF position peaked at $839K in Q4 2017.
  • 272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.