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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
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% +$1.45K 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

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

Legacy Advisors's IYM Position: Q2 2026 in Review

Legacy Advisors increased its iShares US Basic Materials ETF (IYM) stake by 0.27% in Q2 2026, buying an estimated $1.1K and bringing the position to 2,195 shares worth $394K. The position accounts for 0.04% of the portfolio, ranked #209.

Legacy Advisors first reported a position in IYM in Q1 2018 and has held it in 27 quarters since. 273 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Legacy Advisors held 2,195 shares of iShares US Basic Materials ETF worth $394K as of Q2 2026.
  • Legacy Advisors bought 6 iShares US Basic Materials ETF shares in Q2 2026, an estimated $1.1K.
  • iShares US Basic Materials ETF made up 0.04% of Legacy Advisors's portfolio in Q2 2026, its #209 holding.
  • Legacy Advisors first reported a position in iShares US Basic Materials ETF in Q1 2018 and has held it in 27 quarters since.
  • 273 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.