Independent Advisor Alliance’s iShares US Basic Materials ETF IYM Stock Holding History

Independent Advisor Alliance’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	–	Sell	-1,310	Closed	-$230K	–	1381
2026 Q1	$230K	Buy	+1,310	New	+$229K	﹤0.01%	1436
2021 Q3	–	Sell	-4,425	Closed	-$577K	–	656
2021 Q2	$577K	Buy	4,425 +25	+0.6%	+$3.34K	0.03%	358
2021 Q1	$553K	Buy	4,400 +1,900	+76%	+$227K	0.03%	348
2020 Q4	$284K	Hold	2,500	–	–	0.02%	441
2020 Q3	$252K	Hold	2,500	–	–	0.02%	417
2020 Q2	$241K	Buy	+2,500	New	+$207K	0.03%	399
2017 Q2	–	Sell	-8,985	Closed	-$799K	–	327
2017 Q1	$799K	Buy	+8,985	New	+$787K	0.13%	185

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

Independent Advisor Alliance's IYM Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares US Basic Materials ETF (IYM) in Q2 2026, closing a stake of 1,310 shares — an estimated $230K sold.

Independent Advisor Alliance first reported a position in IYM in Q1 2017 and held it in 7 quarters. The position peaked at $799K in Q1 2017. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

Independent Advisor Alliance reported no remaining iShares US Basic Materials ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 1,310 iShares US Basic Materials ETF shares in Q2 2026, an estimated $230K.
Independent Advisor Alliance first reported a position in iShares US Basic Materials ETF in Q1 2017 and held it in 7 quarters.
Independent Advisor Alliance's iShares US Basic Materials ETF position peaked at $799K in Q1 2017.
272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.