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Legacy Wealth Partners (Colorado)’s iShares US Basic Materials ETF IYM Stock Holding History

Legacy Wealth Partners (Colorado)’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 		$1.65M Buy
+9,214
New +$1.69M 0.37% 48

Other funds holding IYM

CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
FPFC
Financial Planning Fort Collins Fort Collins, Colorado $132M AUM
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CV
Counterweight Ventures Wilmington, North Carolina $201M AUM 35.56% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Legacy Wealth Partners (Colorado)'s IYM Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) opened a new position in iShares US Basic Materials ETF (IYM) in Q2 2026: 9,214 shares worth $1.65M. The stake represents 0.37% of the portfolio and ranks #48 among its holdings.

68 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Legacy Wealth Partners (Colorado) held 9,214 shares of iShares US Basic Materials ETF worth $1.65M as of Q2 2026.
  • iShares US Basic Materials ETF was a new Legacy Wealth Partners (Colorado) position in Q2 2026.
  • iShares US Basic Materials ETF made up 0.37% of Legacy Wealth Partners (Colorado)'s portfolio in Q2 2026, its #48 holding.
  • 68 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.