Harbor Investment Advisory’s iShares US Basic Materials ETF IYM Stock Holding History

Harbor Investment Advisory’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	$18K	Hold	100	–	–	﹤0.01%	962
2026 Q1	$17.6K	Hold	100	–	–	﹤0.01%	805
2025 Q4	$15.4K	Hold	100	–	–	﹤0.01%	862
2025 Q3	$14.8K	Hold	100	–	–	﹤0.01%	839
2025 Q2	$14K	Hold	100	–	–	﹤0.01%	827
2025 Q1	$13.5K	Hold	100	–	–	﹤0.01%	817
2024 Q4	$13K	Hold	100	–	–	﹤0.01%	817
2024 Q3	$15K	Hold	100	–	–	﹤0.01%	796
2024 Q2	$14K	Hold	100	–	–	﹤0.01%	794
2024 Q1	$14.8K	Hold	100	–	–	﹤0.01%	792
2023 Q4	$13.8K	Hold	100	–	–	﹤0.01%	783
2023 Q3	$12.6K	Hold	100	–	–	﹤0.01%	775
2023 Q2	$13.3K	Hold	100	–	–	﹤0.01%	977
2023 Q1	$13.3K	Hold	100	–	–	﹤0.01%	992
2022 Q4	$12.5K	Hold	100	–	–	﹤0.01%	986
2022 Q3	$11K	Hold	100	–	–	﹤0.01%	1023
2022 Q2	$12K	Hold	100	–	–	﹤0.01%	1000
2022 Q1	$15K	Hold	100	–	–	﹤0.01%	990
2021 Q4	$14K	Hold	100	–	–	﹤0.01%	1004
2021 Q3	$12K	Hold	100	–	–	﹤0.01%	1027
2021 Q2	$13K	Sell	100 -10	-9%	-$1.34K	﹤0.01%	969
2021 Q1	$14K	Buy	110 +10	+10%	+$1.2K	﹤0.01%	925
2020 Q4	$11K	Hold	100	–	–	﹤0.01%	914
2020 Q3	$10K	Hold	100	–	–	﹤0.01%	851
2020 Q2	$9K	Hold	100	–	–	﹤0.01%	801
2020 Q1	$7K	Hold	100	–	–	﹤0.01%	810
2019 Q4	$10K	Buy	+100	New	+$9.39K	﹤0.01%	633

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

Harbor Investment Advisory's IYM Position: Q2 2026 in Review

Harbor Investment Advisory held its iShares US Basic Materials ETF (IYM) position steady in Q2 2026 at 100 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

Harbor Investment Advisory first reported a position in IYM in Q4 2019 and has held it in 27 quarters since. 274 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

Harbor Investment Advisory held 100 shares of iShares US Basic Materials ETF worth $18K as of Q2 2026.
Harbor Investment Advisory left its iShares US Basic Materials ETF share count unchanged in Q2 2026.
iShares US Basic Materials ETF made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #962 holding.
Harbor Investment Advisory first reported a position in iShares US Basic Materials ETF in Q4 2019 and has held it in 27 quarters since.
274 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.