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John Overdeck’s iShares US Basic Materials ETF IYM Stock Holding History

John Overdeck’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 		$62.3M Buy
346,800
+281,000
+427% +$51.5M 0.05% 468
2026
Q1 		$11.6M Buy
+65,800
New +$11.5M 0.01% 1310
2025
Q2 		– Sell
-1,500
Closed -$202K – 3356
2025
Q1 		$202K Buy
+1,500
New +$204K ﹤0.01% 2851
2024
Q3 		– Sell
-2,200
Closed -$308K – 3231
2024
Q2 		$308K Sell
2,200
-1,900
-46% -$273K ﹤0.01% 2584
2024
Q1 		$606K Buy
+4,100
New +$563K ﹤0.01% 2243
2023
Q3 		– Sell
-2,500
Closed -$333K – 3083
2023
Q2 		$333K Buy
+2,500
New +$322K ﹤0.01% 2486
2022
Q3 		– Sell
-3,500
Closed -$412K – 2636
2022
Q2 		$412K Buy
+3,500
New +$484K ﹤0.01% 1895
2018
Q1 		– Sell
-4,100
Closed -$419K – 3331
2017
Q4 		$419K Sell
4,100
-65,275
-94% -$6.48M ﹤0.01% 2551
2017
Q3 		$6.64M Buy
69,375
+64,288
+1,264% +$5.94M 0.02% 679
2017
Q2 		$455K Sell
5,087
-14,487
-74% -$1.29M ﹤0.01% 2406
2017
Q1 		$1.75M Buy
19,574
+2,384
+14% +$209K 0.01% 1546
2016
Q4 		$1.43M Buy
17,190
+8,097
+89% +$655K 0.01% 1745
2016
Q3 		$718K Buy
+9,093
New +$721K ﹤0.01% 2209
2016
Q1 		– Sell
-5,200
Closed -$367K – 2953
2015
Q4 		$367K Buy
5,200
+1,169
+29% +$84.2K ﹤0.01% 2141
2015
Q3 		$261K Buy
4,031
+590
+17% +$42.8K ﹤0.01% 1860
2015
Q2 		$277K Buy
+3,441
New +$289K ﹤0.01% 2472
2014
Q4 		– Sell
-28,268
Closed -$2.43M – 2303
2014
Q3 		$2.43M Buy
28,268
+16,611
+142% +$1.46M 0.01% 817
2014
Q2 		$1.02M Buy
11,657
+8,657
+289% +$736K ﹤0.01% 1303
2014
Q1 		$250K Sell
3,000
-600
-17% -$48.5K ﹤0.01% 1745
2013
Q4 		$293K Buy
+3,600
New +$279K ﹤0.01% 1888

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

John Overdeck's IYM Position: Q2 2026 in Review

John Overdeck increased its iShares US Basic Materials ETF (IYM) stake by 427% in Q2 2026, buying an estimated $51.5M and bringing the position to 346,800 shares worth $62.3M. The position accounts for 0.05% of the portfolio, ranked #468.

John Overdeck first reported a position in IYM in Q4 2013 and has held it in 20 quarters since. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • John Overdeck held 346,800 shares of iShares US Basic Materials ETF worth $62.3M as of Q2 2026.
  • John Overdeck bought 281,000 iShares US Basic Materials ETF shares in Q2 2026, an estimated $51.5M.
  • iShares US Basic Materials ETF made up 0.05% of John Overdeck's portfolio in Q2 2026, its #468 holding.
  • John Overdeck first reported a position in iShares US Basic Materials ETF in Q4 2013 and has held it in 20 quarters since.
  • 272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.