Janney Montgomery Scott
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Janney Montgomery Scott’s iShares US Basic Materials ETF IYM Stock Holding History

Janney Montgomery Scott’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 		$243K Buy
1,353
+25
+2% +$4.58K ﹤0.01% 2878
2026
Q1 		$234K Buy
+1,328
New +$232K ﹤0.01% 2548
2025
Q3 		– Sell
-1,465
Closed -$205K – 2917
2025
Q2 		$205K Sell
1,465
-146
-9% -$19.4K ﹤0.01% 2563
2025
Q1 		$217K Buy
+1,611
New +$219K ﹤0.01% 2492
2024
Q2 		– Sell
-2,462
Closed -$364K – 2720
2024
Q1 		$364K Buy
2,462
+968
+65% +$133K ﹤0.01% 2210
2023
Q4 		$206K Sell
1,494
-352
-19% -$45.2K ﹤0.01% 2454
2023
Q3 		$233K Buy
+1,846
New +$244K ﹤0.01% 2297
2023
Q2 		– Sell
-1,587
Closed -$210K – 2681
2023
Q1 		$210K Sell
1,587
-51
-3% -$6.78K ﹤0.01% 2262
2022
Q4 		$204K Sell
1,638
-2,511
-61% -$309K ﹤0.01% 2367
2022
Q3 		$449K Sell
4,149
-10,493
-72% -$1.26M ﹤0.01% 1770
2022
Q2 		$1.76M Buy
14,642
+10,112
+223% +$1.4M 0.01% 985
2022
Q1 		$678K Buy
4,530
+2,251
+99% +$311K ﹤0.01% 1461
2021
Q4 		$320K Sell
2,279
-15,552
-87% -$2.09M ﹤0.01% 1963
2021
Q3 		$2.22M Buy
17,831
+14,853
+499% +$1.94M 0.01% 897
2021
Q2 		$388K Sell
2,978
-1
-0% -$134 ﹤0.01% 1787
2021
Q1 		$374K Sell
2,979
-24,046
-89% -$2.87M ﹤0.01% 1733
2020
Q4 		$3.06M Buy
+27,025
New +$2.88M 0.01% 708
2018
Q3 		– Sell
-2,270
Closed -$225K – 2099
2018
Q2 		$225K Sell
2,270
-169
-7% -$16.9K ﹤0.01% 1804
2018
Q1 		$234K Buy
2,439
+46
+2% +$4.71K ﹤0.01% 1735
2017
Q4 		$245K Buy
+2,393
New +$237K ﹤0.01% 1692

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

Janney Montgomery Scott's IYM Position: Q2 2026 in Review

Janney Montgomery Scott increased its iShares US Basic Materials ETF (IYM) stake by 1.9% in Q2 2026, buying an estimated $4.58K and bringing the position to 1,353 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #2878.

Janney Montgomery Scott first reported a position in IYM in Q4 2017 and has held it in 20 quarters since. The position peaked at $3.06M in Q4 2020. 273 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Janney Montgomery Scott held 1,353 shares of iShares US Basic Materials ETF worth $243K as of Q2 2026.
  • Janney Montgomery Scott bought 25 iShares US Basic Materials ETF shares in Q2 2026, an estimated $4.58K.
  • iShares US Basic Materials ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2878 holding.
  • Janney Montgomery Scott first reported a position in iShares US Basic Materials ETF in Q4 2017 and has held it in 20 quarters since.
  • Janney Montgomery Scott's iShares US Basic Materials ETF position peaked at $3.06M in Q4 2020.
  • 273 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.