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

IHT 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
Q1 		$305K Buy
+1,736
New +$304K 0.01% 1000
2025
Q2 		– Sell
-2,028
Closed -$273K – 1173
2025
Q1 		$273K Buy
+2,028
New +$276K 0.01% 899
2023
Q1 		– Sell
-1,625
Closed -$203K – 976
2022
Q4 		$203K Buy
+1,625
New +$200K 0.01% 813
2022
Q3 		– Sell
-2,026
Closed -$239K – 892
2022
Q2 		$239K Buy
2,026
+110
+6% +$15.2K 0.02% 603
2022
Q1 		$287K Sell
1,916
-1,510
-44% -$209K 0.02% 583
2021
Q4 		$480K Sell
3,426
-141
-4% -$19K 0.04% 450
2021
Q3 		$444K Sell
3,567
-12,881
-78% -$1.68M 0.04% 462
2021
Q2 		$2.14M Buy
16,448
+12,844
+356% +$1.72M 0.14% 156
2021
Q1 		$453K Buy
3,604
+8
+0.2% +$956 0.03% 490
2020
Q4 		$408K Buy
3,596
+478
+15% +$50.9K 0.03% 474
2020
Q3 		$308K Buy
3,118
+168
+6% +$16.5K 0.03% 472
2020
Q2 		$263K Sell
2,950
-62
-2% -$5.13K 0.04% 444
2020
Q1 		$209K Sell
3,012
-1,933
-39% -$166K 0.03% 473
2019
Q4 		$484K Sell
4,945
-64
-1% -$6.01K 0.06% 334
2019
Q3 		$462K Buy
5,009
+238
+5% +$21.9K 0.06% 330
2019
Q2 		$453K Buy
4,771
+299
+7% +$27.5K 0.07% 306
2019
Q1 		$409K Sell
4,472
-174
-4% -$15.6K 0.07% 300
2018
Q4 		$390K Sell
4,646
-3,587
-44% -$321K 0.08% 285
2018
Q3 		$810K Buy
8,233
+218
+3% +$21.9K 0.18% 148
2018
Q2 		$794K Sell
8,015
-26
-0.3% -$2.6K 0.2% 137
2018
Q1 		$756K Sell
8,041
-11,912
-60% -$1.22M 0.2% 133
2017
Q4 		$2.12M Buy
19,953
+13,395
+204% +$1.33M 0.56% 28
2017
Q3 		$640K Buy
6,558
+3,508
+115% +$324K 0.27% 95
2017
Q2 		$18 Buy
3,050
+1,363
+81% +$121K 0.01% 811
2017
Q1 		$65K Buy
1,687
+308
+22% +$27K 0.04% 364
2016
Q4 		$115K Buy
+1,379
New +$112K 0.09% 250

Other funds holding IYM

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

IHT Wealth Management's IYM Position: Q1 2026 in Review

IHT Wealth Management opened a new position in iShares US Basic Materials ETF (IYM) in Q1 2026: 1,736 shares worth $305K. The stake represents 0.01% of the portfolio and ranks #1000 among its holdings. This is a return to the name: IHT Wealth Management previously reported a position in IYM as recently as Q1 2025.

IHT Wealth Management first reported a position in IYM in Q4 2016 and has held it in 26 quarters since. The position peaked at $2.14M in Q2 2021. 246 funds tracked by Wall St. Rank hold IYM as of Q1 2026.

  • IHT Wealth Management held 1,736 shares of iShares US Basic Materials ETF worth $305K as of Q1 2026.
  • iShares US Basic Materials ETF was a new IHT Wealth Management position in Q1 2026.
  • iShares US Basic Materials ETF made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #1000 holding.
  • IHT Wealth Management first reported a position in iShares US Basic Materials ETF in Q4 2016 and has held it in 26 quarters since.
  • IHT Wealth Management's iShares US Basic Materials ETF position peaked at $2.14M in Q2 2021.
  • 246 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.