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Guardian Wealth Advisors (North Carolina)’s iShares US Basic Materials ETF IYM Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		– Sell
-20
Closed -$3.52K – 496
2026
Q1 		$3.52K Buy
+20
New +$3.5K ﹤0.01% 578
2025
Q3 		– Sell
-20
Closed -$2.8K – 460
2025
Q2 		$2.8K Hold
20
– – ﹤0.01% 521
2025
Q1 		$2.7K Hold
20
– – ﹤0.01% 498
2024
Q4 		$2.6K Hold
20
– – ﹤0.01% 483
2024
Q3 		$3K Hold
20
– – ﹤0.01% 421
2024
Q2 		$2.8K Sell
20
-287
-93% -$41.3K ﹤0.01% 405
2024
Q1 		$45.4K Sell
307
-93
-23% -$12.8K 0.01% 324
2023
Q4 		$55.3K Sell
400
-167
-29% -$21.4K 0.01% 295
2023
Q3 		$72.1K Sell
567
-90
-14% -$11.9K 0.01% 273
2023
Q2 		$87.4K Hold
657
– – 0.02% 253
2023
Q1 		$87.1K Hold
657
– – 0.02% 240
2022
Q4 		$82K Hold
657
– – 0.02% 230
2022
Q3 		$71K Sell
657
-10
-1% -$1.2K 0.01% 223
2022
Q2 		$79K Buy
667
+35
+6% +$4.84K 0.01% 214
2022
Q1 		$95K Sell
632
-45
-7% -$6.22K 0.04% 174
2021
Q4 		$95K Buy
+677
New +$91.2K 0.04% 160

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

Guardian Wealth Advisors (North Carolina)'s IYM Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares US Basic Materials ETF (IYM) in Q2 2026, closing a stake of 20 shares — an estimated $3.52K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in IYM in Q4 2021 and held it in 16 quarters. The position peaked at $95K in Q1 2022. 274 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining iShares US Basic Materials ETF position as of Q2 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 20 iShares US Basic Materials ETF shares in Q2 2026, an estimated $3.52K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in iShares US Basic Materials ETF in Q4 2021 and held it in 16 quarters.
  • Guardian Wealth Advisors (North Carolina)'s iShares US Basic Materials ETF position peaked at $95K in Q1 2022.
  • 274 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.