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 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s IYM Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in iShares US Basic Materials ETF (IYM) in Q1 2026: 20 shares worth $3.52K. The stake represents ﹤0.01% of the portfolio and ranks #578 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in IYM as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in IYM in Q4 2021 and has held it in 16 quarters since. The position peaked at $95K in Q1 2022. 246 funds tracked by Wall St. Rank hold IYM as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 20 shares of iShares US Basic Materials ETF worth $3.52K as of Q1 2026.
iShares US Basic Materials ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
iShares US Basic Materials ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #578 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares US Basic Materials ETF in Q4 2021 and has held it in 16 quarters since.
Guardian Wealth Advisors (North Carolina)'s iShares US Basic Materials ETF position peaked at $95K in Q1 2022.
246 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.