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Kestra Advisory Services’s iShares US Basic Materials ETF IYM Stock Holding History

Kestra Advisory Services’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 		$903K Sell
5,029
-1,459
-22% -$267K ﹤0.01% 1914
2026
Q1 		$1.14M Buy
6,488
+2,402
+59% +$420K ﹤0.01% 1639
2025
Q4 		$629K Buy
4,086
+137
+3% +$20.3K ﹤0.01% 1978
2025
Q3 		$585K Buy
3,949
+31
+0.8% +$4.53K ﹤0.01% 1949
2025
Q2 		$549K Sell
3,918
-15
-0.4% -$1.99K ﹤0.01% 1901
2025
Q1 		$530K Sell
3,933
-443
-10% -$60.3K ﹤0.01% 1782
2024
Q4 		$569K Sell
4,376
-507
-10% -$73.3K ﹤0.01% 1796
2024
Q3 		$733K Sell
4,883
-837
-15% -$119K ﹤0.01% 1519
2024
Q2 		$801K Buy
5,720
+78
+1% +$11.2K ﹤0.01% 1468
2024
Q1 		$833K Buy
5,642
+233
+4% +$32K 0.01% 1356
2023
Q4 		$747K Buy
5,409
+224
+4% +$28.8K 0.01% 1273
2023
Q3 		$655K Buy
5,185
+36
+0.7% +$4.76K 0.01% 1217
2023
Q2 		$685K Sell
5,149
-2,405
-32% -$310K 0.01% 1165
2023
Q1 		$1M Sell
7,554
-529
-7% -$70.3K 0.01% 949
2022
Q4 		$1.01M Sell
8,083
-3,447
-30% -$424K 0.01% 1054
2022
Q3 		$1.25M Buy
11,530
+44
+0.4% +$5.27K 0.01% 866
2022
Q2 		$1.35M Buy
11,486
+2,165
+23% +$299K 0.01% 830
2022
Q1 		$1.39M Buy
9,321
+85
+0.9% +$11.7K 0.01% 811
2021
Q4 		$1.29M Sell
9,236
-3,487
-27% -$470K 0.01% 869
2021
Q3 		$1.58M Buy
12,723
+4,779
+60% +$623K 0.02% 801
2021
Q2 		$1.04M Buy
7,944
+1,068
+16% +$143K 0.01% 922
2021
Q1 		$863K Sell
6,876
-7,884
-53% -$942K 0.01% 945
2020
Q4 		$1.67M Buy
14,760
+14,683
+19,069% +$1.56M 0.02% 653
2020
Q3 		$493K Buy
+77
New +$7.56K 0.01% 895

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

Kestra Advisory Services's IYM Position: Q2 2026 in Review

Kestra Advisory Services reduced its iShares US Basic Materials ETF (IYM) stake by 22% in Q2 2026, selling an estimated $267K and leaving 5,029 shares worth $903K. The position accounts for ﹤0.01% of the portfolio, ranked #1914.

Kestra Advisory Services first reported a position in IYM in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.67M in Q4 2020. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Kestra Advisory Services held 5,029 shares of iShares US Basic Materials ETF worth $903K as of Q2 2026.
  • Kestra Advisory Services sold 1,459 iShares US Basic Materials ETF shares in Q2 2026, an estimated $267K.
  • iShares US Basic Materials ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1914 holding.
  • Kestra Advisory Services first reported a position in iShares US Basic Materials ETF in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's iShares US Basic Materials ETF position peaked at $1.67M in Q4 2020.
  • 272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.