Legacy Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

Legacy Advisors’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 Q3	$392K	Buy	2,202 +7	+0.3%	+$1.29K	0.04%	208
2026 Q2	$394K	Buy	2,195 +6	+0.3%	+$1.1K	0.04%	209
2026 Q1	$385K	Buy	2,189 +6	+0.3%	+$1.05K	0.05%	187
2025 Q4	$336K	Buy	2,183 +11	+0.5%	+$1.63K	0.04%	209
2025 Q3	$322K	Buy	+2,172	New	+$317K	0.04%	194
2025 Q1	$291K	Buy	2,156 +8	+0.4%	+$1.09K	0.03%	333
2024 Q4	$279K	Buy	2,148 +10	+0.5%	+$1.44K	0.03%	325
2024 Q3	$321K	Buy	2,138 +8	+0.4%	+$1.14K	0.03%	290
2024 Q2	$298K	Buy	2,130 +8	+0.4%	+$1.15K	0.04%	258
2024 Q1	$314K	Buy	2,122 +6	+0.3%	+$824	0.04%	248
2023 Q4	$292K	Buy	2,116 +24	+1%	+$3.08K	0.04%	250
2023 Q3	$266K	Hold	2,092	–	–	0.04%	245
2023 Q2	$278K	Buy	2,092 +8	+0.4%	+$1.03K	0.04%	228
2023 Q1	$276K	Buy	2,084 +7	+0.3%	+$931	0.05%	207
2022 Q4	$259K	Buy	2,077 +25	+1%	+$3.08K	0.05%	203
2022 Q3	$223K	Hold	2,052	–	–	0.05%	204
2022 Q2	$242K	Buy	2,052 +14	+0.7%	+$1.94K	0.05%	192
2022 Q1	$305K	Buy	2,038 +5	+0.2%	+$691	0.06%	163
2021 Q4	$285K	Buy	2,033 +19	+0.9%	+$2.56K	0.1%	99
2021 Q3	$251K	Hold	2,014	–	–	0.1%	104
2021 Q2	$262K	Buy	2,014 +14	+0.7%	+$1.87K	0.11%	103
2021 Q1	$251K	Hold	2,000	–	–	0.11%	100
2020 Q4	$227K	Buy	+2,000	New	+$213K	0.13%	99
2019 Q3	–	Sell	-1,993	Closed	-$189K	–	217
2019 Q2	$189K	Buy	1,993 +11	+0.6%	+$1.01K	0.13%	113
2019 Q1	$181K	Buy	+1,982	New	+$178K	0.06%	118
2018 Q4	–	Sell	-1,959	Closed	-$193K	–	249
2018 Q3	$193K	Buy	1,959 +9	+0.5%	+$905	0.1%	137
2018 Q2	$194K	Hold	1,950	–	–	0.14%	90
2018 Q1	$193K	Buy	+1,950	New	+$200K	0.14%	81

Other funds holding IYM

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.9B AUM 22.61% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Legacy Advisors's IYM Position: Q3 2026 in Review

Legacy Advisors increased its iShares US Basic Materials ETF (IYM) stake by 0.32% in Q3 2026, buying an estimated $1.29K and bringing the position to 2,202 shares worth $392K. The position accounts for 0.04% of the portfolio, ranked #208.

Legacy Advisors first reported a position in IYM in Q1 2018 and has held it in 28 quarters since. The position peaked at $394K in Q2 2026. 215 funds tracked by Wall St. Rank hold IYM as of Q3 2026.

Legacy Advisors held 2,202 shares of iShares US Basic Materials ETF worth $392K as of Q3 2026.
Legacy Advisors bought 7 iShares US Basic Materials ETF shares in Q3 2026, an estimated $1.29K.
iShares US Basic Materials ETF made up 0.04% of Legacy Advisors's portfolio in Q3 2026, its #208 holding.
Legacy Advisors first reported a position in iShares US Basic Materials ETF in Q1 2018 and has held it in 28 quarters since.
Legacy Advisors's iShares US Basic Materials ETF position peaked at $394K in Q2 2026.
215 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.