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Legacy Wealth Management (Idaho)’s iShares US Basic Materials ETF IYM Stock Holding History

Legacy Wealth Management (Idaho)’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 		$40.8K Hold
232
– – 0.02% 296
2025
Q4 		$35.7K Buy
+232
New +$34.4K 0.02% 263

Other funds holding IYM

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s IYM Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its iShares US Basic Materials ETF (IYM) position steady in Q1 2026 at 232 shares worth $40.8K. The position accounts for 0.02% of the portfolio, ranked #296.

Legacy Wealth Management (Idaho) first reported a position in IYM in Q4 2025 and has held it in 2 quarters since. 246 funds tracked by Wall St. Rank hold IYM as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 232 shares of iShares US Basic Materials ETF worth $40.8K as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its iShares US Basic Materials ETF share count unchanged in Q1 2026.
  • iShares US Basic Materials ETF made up 0.02% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #296 holding.
  • Legacy Wealth Management (Idaho) first reported a position in iShares US Basic Materials ETF in Q4 2025 and has held it in 2 quarters since.
  • 246 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.