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

KKM Financial’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 		$518K Buy
+2,885
New +$528K 0.07% 121
2024
Q4 		– Sell
-2,544
Closed -$382K – 156
2024
Q3 		$382K Sell
2,544
-7,185
-74% -$1.03M 0.19% 99
2024
Q2 		$1.35M Buy
9,729
+1,932
+25% +$278K 0.64% 58
2024
Q1 		$1.15M Sell
7,797
-4,101
-34% -$563K 0.56% 60
2023
Q4 		$1.64M Buy
+11,898
New +$1.53M 1.03% 44

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

KKM Financial's IYM Position: Q2 2026 in Review

KKM Financial opened a new position in iShares US Basic Materials ETF (IYM) in Q2 2026: 2,885 shares worth $518K. The stake represents 0.07% of the portfolio and ranks #121 among its holdings. This is a return to the name: KKM Financial previously reported a position in IYM as recently as Q3 2024.

KKM Financial first reported a position in IYM in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.64M in Q4 2023. 273 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • KKM Financial held 2,885 shares of iShares US Basic Materials ETF worth $518K as of Q2 2026.
  • iShares US Basic Materials ETF was a new KKM Financial position in Q2 2026.
  • iShares US Basic Materials ETF made up 0.07% of KKM Financial's portfolio in Q2 2026, its #121 holding.
  • KKM Financial first reported a position in iShares US Basic Materials ETF in Q4 2023 and has held it in 5 quarters since.
  • KKM Financial's iShares US Basic Materials ETF position peaked at $1.64M in Q4 2023.
  • 273 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

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