LWANC
IYM icon

Laurel Wealth Advisors (North Carolina)’s iShares US Basic Materials ETF IYM Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q1 		– Sell
-140
Closed -$21.6K – 427
2025
Q4 		$21.6K Buy
+140
New +$20.7K ﹤0.01% 419
2025
Q2 		– Sell
-140
Closed -$18.9K – 442
2025
Q1 		$18.9K Hold
140
– – ﹤0.01% 417
2024
Q4 		$18.2K Buy
140
+40
+40% +$5.78K ﹤0.01% 427
2024
Q3 		$15K Hold
100
– – ﹤0.01% 429
2024
Q2 		$14K Hold
100
– – ﹤0.01% 406
2024
Q1 		$14.8K Sell
100
-72
-42% -$9.89K ﹤0.01% 406
2023
Q4 		$23.7K Sell
172
-200
-54% -$25.7K ﹤0.01% 348
2023
Q3 		$46.9K Hold
372
– – 0.01% 280
2023
Q2 		$49.4K Buy
372
+1
+0.3% +$129 0.01% 283
2023
Q1 		$49.1K Buy
371
+200
+117% +$26.6K 0.01% 284
2022
Q4 		$21.3K Buy
171
+1
+0.6% +$123 ﹤0.01% 330
2022
Q3 		$18K Hold
170
– – ﹤0.01% 343
2022
Q2 		$20K Buy
170
+1
+0.6% +$138 ﹤0.01% 334
2022
Q1 		$25K Hold
169
– – 0.01% 324
2021
Q4 		$24K Hold
169
– – ﹤0.01% 327
2021
Q3 		$21K Buy
169
+69
+69% +$9K ﹤0.01% 338
2021
Q2 		$13K Hold
100
– – ﹤0.01% 431
2021
Q1 		$13K Hold
100
– – ﹤0.01% 394
2020
Q4 		$11K Hold
100
– – ﹤0.01% 406
2020
Q3 		$10K Hold
100
– – ﹤0.01% 386
2020
Q2 		$9K Hold
100
– – ﹤0.01% 385
2020
Q1 		$7K Hold
100
– – ﹤0.01% 388
2019
Q4 		$10K Hold
100
– – ﹤0.01% 396
2019
Q3 		$9K Hold
100
– – ﹤0.01% 392
2019
Q2 		$10K Hold
100
– – ﹤0.01% 379
2019
Q1 		$9K Hold
100
– – ﹤0.01% 380
2018
Q4 		$8K Buy
+100
New +$8.95K ﹤0.01% 375

Other funds holding IYM

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s IYM Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares US Basic Materials ETF (IYM) in Q1 2026, closing a stake of 140 shares — an estimated $21.6K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IYM in Q4 2018 and held it in 27 quarters. The position peaked at $49.4K in Q2 2023. 247 funds tracked by Wall St. Rank hold IYM as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining iShares US Basic Materials ETF position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 140 iShares US Basic Materials ETF shares in Q1 2026, an estimated $21.6K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares US Basic Materials ETF in Q4 2018 and held it in 27 quarters.
  • Laurel Wealth Advisors (North Carolina)'s iShares US Basic Materials ETF position peaked at $49.4K in Q2 2023.
  • 247 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.