Harbour Investments’s iShares US Basic Materials ETF IYM Stock Holding History

Harbour Investments’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	$74.8K	Buy	425 +307	+260%	+$53.7K	﹤0.01%	2113
2025 Q4	$18.2K	Hold	118	–	–	﹤0.01%	2453
2025 Q3	$17.5K	Hold	118	–	–	﹤0.01%	2418
2025 Q2	$16.5K	Buy	118 +8	+7%	+$1.06K	﹤0.01%	2324
2025 Q1	$14.8K	Hold	110	–	–	﹤0.01%	2333
2024 Q4	$14.3K	Hold	110	–	–	﹤0.01%	2281
2024 Q3	$16.5K	Hold	110	–	–	﹤0.01%	2137
2024 Q2	$15.4K	Sell	110 -4	-4%	-$575	﹤0.01%	2074
2024 Q1	$16.8K	Hold	114	–	–	﹤0.01%	2025
2023 Q4	$15.8K	Hold	114	–	–	﹤0.01%	1976
2023 Q3	$14.4K	Hold	114	–	–	﹤0.01%	1894
2023 Q2	$15.2K	Hold	114	–	–	﹤0.01%	1874
2023 Q1	$15.1K	Buy	114 +82	+256%	+$10.9K	﹤0.01%	1851
2022 Q4	$3.99K	Buy	32 +28	+700%	+$3.44K	﹤0.01%	2290
2022 Q3	$0	Hold	4	–	–	﹤0.01%	2778
2022 Q2	$0	Buy	+4	New	+$553	﹤0.01%	2778
2021 Q4	–	Sell	-9	Closed	-$1K	–	3171
2021 Q3	$1K	Hold	9	–	–	﹤0.01%	3531
2021 Q2	$1K	Hold	9	–	–	﹤0.01%	3580
2021 Q1	$1K	Buy	+9	New	+$1.07K	﹤0.01%	3412

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

Harbour Investments's IYM Position: Q1 2026 in Review

Harbour Investments increased its iShares US Basic Materials ETF (IYM) stake by 260% in Q1 2026, buying an estimated $53.7K and bringing the position to 425 shares worth $74.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2113.

Harbour Investments first reported a position in IYM in Q1 2021 and has held it in 19 quarters since. 246 funds tracked by Wall St. Rank hold IYM as of Q1 2026.

Harbour Investments held 425 shares of iShares US Basic Materials ETF worth $74.8K as of Q1 2026.
Harbour Investments bought 307 iShares US Basic Materials ETF shares in Q1 2026, an estimated $53.7K.
iShares US Basic Materials ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2113 holding.
Harbour Investments first reported a position in iShares US Basic Materials ETF in Q1 2021 and has held it in 19 quarters since.
246 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.