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

IFP 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 		$85.5K Hold
476
– – ﹤0.01% 2087
2026
Q1 		$83.7K Sell
476
-219
-32% -$38.3K ﹤0.01% 1959
2025
Q4 		$107K Buy
695
+22
+3% +$3.26K ﹤0.01% 1749
2025
Q3 		$99.7K Hold
673
– – ﹤0.01% 1680
2025
Q2 		$94.2K Hold
673
– – ﹤0.01% 1673
2025
Q1 		$90.7K Hold
673
– – ﹤0.01% 1581
2024
Q4 		$87.4K Buy
673
+400
+147% +$57.8K ﹤0.01% 1537
2024
Q3 		$41K Hold
273
– – ﹤0.01% 1823
2024
Q2 		$38.2K Hold
273
– – ﹤0.01% 1787
2024
Q1 		$40.3K Hold
273
– – ﹤0.01% 1675
2023
Q4 		$37.7K Hold
273
– – ﹤0.01% 1653
2023
Q3 		$34.5K Hold
273
– – ﹤0.01% 1712
2023
Q2 		$36.3K Sell
273
-254
-48% -$32.7K ﹤0.01% 1744
2023
Q1 		$43.2K Sell
527
-4,497
-90% -$598K ﹤0.01% 1650
2022
Q4 		$413K Sell
5,024
-1,386
-22% -$170K 0.01% 984
2022
Q3 		$535K Sell
6,410
-38
-0.6% -$4.55K 0.01% 903
2022
Q2 		$538K Hold
6,448
– – 0.02% 816
2022
Q1 		$538K Buy
6,448
+5,754
+829% +$795K 0.02% 816
2021
Q4 		$98K Sell
694
-24,224
-97% -$3.26M ﹤0.01% 1275
2021
Q3 		$3.1M Buy
24,918
+24,145
+3,124% +$3.15M 0.06% 188
2021
Q2 		$102K Sell
773
-332
-30% -$44.4K ﹤0.01% 1233
2021
Q1 		$139K Sell
1,105
-21,400
-95% -$2.56M ﹤0.01% 1006
2020
Q4 		$2.54M Buy
22,505
+21,820
+3,185% +$2.32M 0.1% 174
2020
Q3 		$67K Sell
685
-17
-2% -$1.67K ﹤0.01% 1174
2020
Q2 		$63K Sell
702
-117
-14% -$9.68K 0.01% 1113
2020
Q1 		$55K Hold
819
– – 0.01% 1077
2019
Q4 		$82K Sell
819
-3
-0.4% -$282 0.01% 1047
2019
Q3 		$77K Buy
+822
New +$75.7K 0.01% 1182
2019
Q1 		$14K Sell
153
-709
-82% -$63.6K ﹤0.01% 1467
2018
Q4 		$72K Sell
862
-104
-11% -$9.3K ﹤0.01% 1386
2018
Q3 		$95K Sell
966
-621
-39% -$62.4K ﹤0.01% 1504
2018
Q2 		$157K Sell
1,587
-16,657
-91% -$1.67M 0.01% 1208
2018
Q1 		$1.86M Hold
18,244
– – 0.08% 245
2017
Q4 		$1.86M Buy
18,244
+6,236
+52% +$619K 0.08% 246
2017
Q3 		$1.15M Sell
12,008
-8,574
-42% -$792K 0.05% 404
2017
Q2 		$1.84M Buy
20,582
+17,120
+495% +$1.52M 0.08% 286
2017
Q1 		$309K Sell
3,462
-15,872
-82% -$1.39M 0.01% 886
2016
Q4 		$1.61M Buy
19,334
+17,194
+803% +$1.39M 0.08% 280
2016
Q3 		$169K Sell
2,140
-48
-2% -$3.8K 0.01% 1084
2016
Q2 		$166K Buy
2,188
+2,035
+1,330% +$155K 0.01% 1074
2016
Q1 		$14K Sell
153
-1,689
-92% -$113K ﹤0.01% 1465
2015
Q4 		$130K Buy
+1,842
New +$133K 0.01% 1027

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

IFP Advisors's IYM Position: Q2 2026 in Review

IFP Advisors held its iShares US Basic Materials ETF (IYM) position steady in Q2 2026 at 476 shares worth $85.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2087.

IFP Advisors first reported a position in IYM in Q4 2015 and has held it in 42 quarters since. The position peaked at $3.1M in Q3 2021. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • IFP Advisors held 476 shares of iShares US Basic Materials ETF worth $85.5K as of Q2 2026.
  • IFP Advisors left its iShares US Basic Materials ETF share count unchanged in Q2 2026.
  • iShares US Basic Materials ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2087 holding.
  • IFP Advisors first reported a position in iShares US Basic Materials ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's iShares US Basic Materials ETF position peaked at $3.1M in Q3 2021.
  • 272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.