Independent Financial Group’s iShares US Basic Materials ETF IYM Stock Holding History

Independent Financial Group’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	$5.96M	Buy	33,174 +31,941	+2,591%	+$5.85M	0.11%	181
2026 Q1	$217K	Buy	+1,233	New	+$216K	﹤0.01%	1342
2023 Q2	–	Sell	-3,910	Closed	-$518K	–	902
2023 Q1	$518K	Sell	3,910 -492	-11%	-$65.4K	0.04%	446
2022 Q4	$549K	Sell	4,402 -1,724	-28%	-$212K	0.05%	394
2022 Q3	$663K	Sell	6,126 -1,438	-19%	-$172K	0.06%	320
2022 Q2	$891K	Buy	7,564 +3,531	+88%	+$488K	0.1%	246
2022 Q1	$603K	Buy	+4,033	New	+$557K	0.05%	373
2021 Q4	–	Sell	-1,786	Closed	-$222K	–	806
2021 Q3	$222K	Buy	1,786 +61	+4%	+$7.95K	0.02%	634
2021 Q2	$225K	Buy	1,725 +74	+4%	+$9.89K	0.02%	628
2021 Q1	$207K	Buy	+1,651	New	+$197K	0.03%	590

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 Financial Group's IYM Position: Q2 2026 in Review

Independent Financial Group increased its iShares US Basic Materials ETF (IYM) stake by 2,591% in Q2 2026, buying an estimated $5.85M and bringing the position to 33,174 shares worth $5.96M. The position accounts for 0.11% of the portfolio, ranked #181.

Independent Financial Group first reported a position in IYM in Q1 2021 and has held it in 10 quarters since. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

Independent Financial Group held 33,174 shares of iShares US Basic Materials ETF worth $5.96M as of Q2 2026.
Independent Financial Group bought 31,941 iShares US Basic Materials ETF shares in Q2 2026, an estimated $5.85M.
iShares US Basic Materials ETF made up 0.11% of Independent Financial Group's portfolio in Q2 2026, its #181 holding.
Independent Financial Group first reported a position in iShares US Basic Materials ETF in Q1 2021 and has held it in 10 quarters since.
272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.