Kesler Norman & Wride’s iShares US Basic Materials ETF IYM Stock Holding History

Kesler Norman & Wride’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	$453K	Sell	2,522 -41	-2%	-$7.51K	0.07%	207
2026 Q1	$451K	Buy	+2,563	New	+$448K	0.08%	196
2024 Q1	–	Sell	-2,374	Closed	-$328K	–	157
2023 Q4	$328K	Buy	2,374 +581	+32%	+$74.6K	0.08%	140
2023 Q3	$227K	Buy	+1,793	New	+$237K	0.06%	150
2023 Q1	–	Sell	-3,550	Closed	-$443K	–	157
2022 Q4	$443K	Sell	3,550 -25,337	-88%	-$3.12M	0.11%	133
2022 Q3	$3.12M	Buy	28,887 +7,887	+38%	+$945K	0.87%	50
2022 Q2	$2.47M	Buy	21,000 +19,571	+1,370%	+$2.71M	0.69%	63
2022 Q1	$214K	Buy	+1,429	New	+$197K	0.05%	139

Other funds holding IYM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

FPFC

Financial Planning Fort Collins Fort Collins, Colorado $132M AUM

LAM

Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Counterweight Ventures Wilmington, North Carolina $201M AUM 35.56% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Kesler Norman & Wride's IYM Position: Q2 2026 in Review

Kesler Norman & Wride reduced its iShares US Basic Materials ETF (IYM) stake by 1.6% in Q2 2026, selling an estimated $7.51K and leaving 2,522 shares worth $453K. The position accounts for 0.07% of the portfolio, ranked #207.

Kesler Norman & Wride first reported a position in IYM in Q1 2022 and has held it in 8 quarters since. The position peaked at $3.12M in Q3 2022. 68 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

Kesler Norman & Wride held 2,522 shares of iShares US Basic Materials ETF worth $453K as of Q2 2026.
Kesler Norman & Wride sold 41 iShares US Basic Materials ETF shares in Q2 2026, an estimated $7.51K.
iShares US Basic Materials ETF made up 0.07% of Kesler Norman & Wride's portfolio in Q2 2026, its #207 holding.
Kesler Norman & Wride first reported a position in iShares US Basic Materials ETF in Q1 2022 and has held it in 8 quarters since.
Kesler Norman & Wride's iShares US Basic Materials ETF position peaked at $3.12M in Q3 2022.
68 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.