Jones Financial Companies’s iShares US Basic Materials ETF IYM Stock Holding History

Jones Financial Companies’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	$1.19M	Buy	6,601 +1,304	+25%	+$239K	﹤0.01%	1809
2026 Q1	$905K	Buy	5,297 +1,603	+43%	+$280K	﹤0.01%	1759
2025 Q4	$569K	Buy	3,694 +244	+7%	+$36.1K	﹤0.01%	1461
2025 Q3	$508K	Buy	3,450 +959	+38%	+$140K	﹤0.01%	1393
2025 Q2	$347K	Sell	2,491 -742	-23%	-$98.5K	﹤0.01%	1430
2025 Q1	$433K	Buy	3,233 +1,135	+54%	+$155K	﹤0.01%	1191
2024 Q4	$273K	Buy	2,098 +1,177	+128%	+$170K	﹤0.01%	1216
2024 Q3	$139K	Buy	921 +472	+105%	+$67.4K	﹤0.01%	1276
2024 Q2	$62.9K	Buy	+449	New	+$64.6K	﹤0.01%	1173

Other funds holding IYM

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 New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Jones Financial Companies's IYM Position: Q2 2026 in Review

Jones Financial Companies increased its iShares US Basic Materials ETF (IYM) stake by 25% in Q2 2026, buying an estimated $239K and bringing the position to 6,601 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1809.

Jones Financial Companies first reported a position in IYM in Q2 2024 and has held it in 9 quarters since. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

Jones Financial Companies held 6,601 shares of iShares US Basic Materials ETF worth $1.19M as of Q2 2026.
Jones Financial Companies bought 1,304 iShares US Basic Materials ETF shares in Q2 2026, an estimated $239K.
iShares US Basic Materials ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1809 holding.
Jones Financial Companies first reported a position in iShares US Basic Materials ETF in Q2 2024 and has held it in 9 quarters since.
272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.