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HFG Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

HFG Advisors’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 		$462K Hold
2,576
– – 0.29% 66
2026
Q1 		$453K Hold
2,576
– – 0.32% 66
2025
Q4 		$397K Hold
2,576
– – 0.29% 65
2025
Q3 		$382K Sell
2,576
-160
-6% -$23.4K 0.28% 65
2025
Q2 		$383K Hold
2,736
– – 0.3% 61
2025
Q1 		$369K Hold
2,736
– – 0.32% 55
2024
Q4 		$355K Sell
2,736
-70
-2% -$10.1K 0.31% 57
2024
Q3 		$421K Hold
2,806
– – 0.37% 53
2024
Q2 		$393K Sell
2,806
-157
-5% -$22.6K 0.37% 52
2024
Q1 		$438K Sell
2,963
-336
-10% -$46.1K 0.39% 55
2023
Q4 		$456K Hold
3,299
– – 0.44% 51
2023
Q3 		$417K Hold
3,299
– – 0.46% 52
2023
Q2 		$439K Hold
3,299
– – 0.46% 51
2023
Q1 		$437K Hold
3,299
– – 0.5% 48
2022
Q4 		$412K Sell
3,299
-200
-6% -$24.6K 0.48% 46
2022
Q3 		$378K Sell
3,499
-446
-11% -$53.4K 0.52% 45
2022
Q2 		$464K Buy
3,945
+335
+9% +$46.3K 0.63% 42
2022
Q1 		$540K Buy
3,610
+1,346
+59% +$186K 0.62% 39
2021
Q4 		$317K Buy
+2,264
New +$305K 0.36% 58

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

HFG Advisors's IYM Position: Q2 2026 in Review

HFG Advisors held its iShares US Basic Materials ETF (IYM) position steady in Q2 2026 at 2,576 shares worth $462K. The position accounts for 0.29% of the portfolio, ranked #66.

HFG Advisors first reported a position in IYM in Q4 2021 and has held it in 19 quarters since. The position peaked at $540K in Q1 2022. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • HFG Advisors held 2,576 shares of iShares US Basic Materials ETF worth $462K as of Q2 2026.
  • HFG Advisors left its iShares US Basic Materials ETF share count unchanged in Q2 2026.
  • iShares US Basic Materials ETF made up 0.29% of HFG Advisors's portfolio in Q2 2026, its #66 holding.
  • HFG Advisors first reported a position in iShares US Basic Materials ETF in Q4 2021 and has held it in 19 quarters since.
  • HFG Advisors's iShares US Basic Materials ETF position peaked at $540K in Q1 2022.
  • 272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on HFG Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.