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

Institute for 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 		$8.98K Buy
+50
New +$9.16K ﹤0.01% 1338
2020
Q1 		– Sell
-50
Closed -$5K – 554
2019
Q4 		$5K Buy
+50
New +$4.7K ﹤0.01% 634

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

Institute for Wealth Management's IYM Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares US Basic Materials ETF (IYM) in Q2 2026: 50 shares worth $8.98K. The stake represents ﹤0.01% of the portfolio and ranks #1338 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in IYM as recently as Q4 2019.

Institute for Wealth Management first reported a position in IYM in Q4 2019 and has held it in 2 quarters since. 274 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Institute for Wealth Management held 50 shares of iShares US Basic Materials ETF worth $8.98K as of Q2 2026.
  • iShares US Basic Materials ETF was a new Institute for Wealth Management position in Q2 2026.
  • iShares US Basic Materials ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1338 holding.
  • Institute for Wealth Management first reported a position in iShares US Basic Materials ETF in Q4 2019 and has held it in 2 quarters since.
  • 274 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.