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Harmony Asset Management’s iShares US Basic Materials ETF IYM Stock Holding History

Harmony Asset Management’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 		$1.14M Buy
6,365
+1,277
+25% +$234K 0.31% 84
2026
Q1 		$895K Buy
+5,088
New +$890K 0.27% 90
2024
Q1 		– Sell
-7,486
Closed -$1.03M – 149
2023
Q4 		$1.03M Buy
+7,486
New +$961K 0.44% 56

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

Harmony Asset Management's IYM Position: Q2 2026 in Review

Harmony Asset Management increased its iShares US Basic Materials ETF (IYM) stake by 25% in Q2 2026, buying an estimated $234K and bringing the position to 6,365 shares worth $1.14M. The position accounts for 0.31% of the portfolio, ranked #84.

Harmony Asset Management first reported a position in IYM in Q4 2023 and has held it in 3 quarters since. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Harmony Asset Management held 6,365 shares of iShares US Basic Materials ETF worth $1.14M as of Q2 2026.
  • Harmony Asset Management bought 1,277 iShares US Basic Materials ETF shares in Q2 2026, an estimated $234K.
  • iShares US Basic Materials ETF made up 0.31% of Harmony Asset Management's portfolio in Q2 2026, its #84 holding.
  • Harmony Asset Management first reported a position in iShares US Basic Materials ETF in Q4 2023 and has held it in 3 quarters since.
  • 272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.