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Harvest Investment Services’s iShares US Basic Materials ETF IYM Stock Holding History

Harvest Investment Services’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 		$1.59M Buy
+8,841
New +$1.62M 0.25% 110
2023
Q3 		– Sell
-7,943
Closed -$1.06M – 169
2023
Q2 		$1.06M Buy
7,943
+6,362
+402% +$820K 0.6% 56
2023
Q1 		$210K Buy
+1,581
New +$210K 0.16% 120
2021
Q1 		– Sell
-22,824
Closed -$2.59M – 265
2020
Q4 		$2.59M Buy
22,824
+16,644
+269% +$1.77M 1.33% 14
2020
Q3 		$610K Buy
6,180
+2,958
+92% +$290K 0.35% 73
2020
Q2 		$287K Buy
+3,222
New +$267K 0.17% 141

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

Harvest Investment Services's IYM Position: Q2 2026 in Review

Harvest Investment Services opened a new position in iShares US Basic Materials ETF (IYM) in Q2 2026: 8,841 shares worth $1.59M. The stake represents 0.25% of the portfolio and ranks #110 among its holdings. This is a return to the name: Harvest Investment Services previously reported a position in IYM as recently as Q2 2023.

Harvest Investment Services first reported a position in IYM in Q2 2020 and has held it in 6 quarters since. The position peaked at $2.59M in Q4 2020. 273 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Harvest Investment Services held 8,841 shares of iShares US Basic Materials ETF worth $1.59M as of Q2 2026.
  • iShares US Basic Materials ETF was a new Harvest Investment Services position in Q2 2026.
  • iShares US Basic Materials ETF made up 0.25% of Harvest Investment Services's portfolio in Q2 2026, its #110 holding.
  • Harvest Investment Services first reported a position in iShares US Basic Materials ETF in Q2 2020 and has held it in 6 quarters since.
  • Harvest Investment Services's iShares US Basic Materials ETF position peaked at $2.59M in Q4 2020.
  • 273 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.