HighMark Wealth Management’s iShares US Basic Materials ETF IYM Stock Holding History

HighMark Wealth 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	$1.12K	Hold	6	–	–	﹤0.01%	490
2026 Q1	$1.1K	Hold	6	–	–	﹤0.01%	481
2025 Q4	$958	Hold	6	–	–	﹤0.01%	515
2025 Q3	$918	Hold	6	–	–	﹤0.01%	529
2025 Q2	$863	Hold	6	–	–	﹤0.01%	534
2025 Q1	$828	Hold	6	–	–	﹤0.01%	498
2024 Q4	$796	Hold	6	–	–	﹤0.01%	504
2024 Q3	$915	Hold	6	–	–	﹤0.01%	520
2024 Q2	$850	Hold	6	–	–	﹤0.01%	514
2024 Q1	$894	Hold	6	–	–	﹤0.01%	504
2023 Q4	$833	Hold	6	–	–	﹤0.01%	520
2023 Q3	$758	Buy	+6	New	+$793	﹤0.01%	518

Other funds holding IYM

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 New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

HighMark Wealth Management's IYM Position: Q2 2026 in Review

HighMark Wealth Management held its iShares US Basic Materials ETF (IYM) position steady in Q2 2026 at 6 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

HighMark Wealth Management first reported a position in IYM in Q3 2023 and has held it in 12 quarters since. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

HighMark Wealth Management held 6 shares of iShares US Basic Materials ETF worth $1.12K as of Q2 2026.
HighMark Wealth Management left its iShares US Basic Materials ETF share count unchanged in Q2 2026.
iShares US Basic Materials ETF made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #490 holding.
HighMark Wealth Management first reported a position in iShares US Basic Materials ETF in Q3 2023 and has held it in 12 quarters since.
272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.