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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
Q2 		$1.2M Buy
6,696
+6,271
+1,476% +$1.15M 0.02% 750
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

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

Harbour Investments's IYM Position: Q2 2026 in Review

Harbour Investments increased its iShares US Basic Materials ETF (IYM) stake by 1,476% in Q2 2026, buying an estimated $1.15M and bringing the position to 6,696 shares worth $1.2M. The position accounts for 0.02% of the portfolio, ranked #750.

Harbour Investments first reported a position in IYM in Q1 2021 and has held it in 20 quarters since. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Harbour Investments held 6,696 shares of iShares US Basic Materials ETF worth $1.2M as of Q2 2026.
  • Harbour Investments bought 6,271 iShares US Basic Materials ETF shares in Q2 2026, an estimated $1.15M.
  • iShares US Basic Materials ETF made up 0.02% of Harbour Investments's portfolio in Q2 2026, its #750 holding.
  • Harbour Investments first reported a position in iShares US Basic Materials ETF in Q1 2021 and has held it in 20 quarters since.
  • 272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.