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Integrated Wealth Concepts’s iShares US Basic Materials ETF IYM Stock Holding History

Integrated Wealth Concepts’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 		$153K Buy
+852
New +$156K ﹤0.01% 2503

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

Integrated Wealth Concepts's IYM Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in iShares US Basic Materials ETF (IYM) in Q2 2026: 852 shares worth $153K. The stake represents ﹤0.01% of the portfolio and ranks #2503 among its holdings.

272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Integrated Wealth Concepts held 852 shares of iShares US Basic Materials ETF worth $153K as of Q2 2026.
  • iShares US Basic Materials ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • iShares US Basic Materials ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2503 holding.
  • 272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.