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
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

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

Janney Montgomery Scott's IYM Position: Q1 2026 in Review

Janney Montgomery Scott opened a new position in iShares US Basic Materials ETF (IYM) in Q1 2026: 1,328 shares worth $234K. The stake represents ﹤0.01% of the portfolio and ranks #2548 among its holdings. This is a return to the name: Janney Montgomery Scott previously reported a position in IYM as recently as Q2 2025.

Janney Montgomery Scott first reported a position in IYM in Q4 2017 and has held it in 19 quarters since. The position peaked at $3.06M in Q4 2020. 246 funds tracked by Wall St. Rank hold IYM as of Q1 2026.

  • Janney Montgomery Scott held 1,328 shares of iShares US Basic Materials ETF worth $234K as of Q1 2026.
  • iShares US Basic Materials ETF was a new Janney Montgomery Scott position in Q1 2026.
  • iShares US Basic Materials ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2548 holding.
  • Janney Montgomery Scott first reported a position in iShares US Basic Materials ETF in Q4 2017 and has held it in 19 quarters since.
  • Janney Montgomery Scott's iShares US Basic Materials ETF position peaked at $3.06M in Q4 2020.
  • 246 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.