Level Four Advisory Services’s iShares US Basic Materials ETF IYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$211K Hold
1,173
0.01% 883
2026
Q1
$206K Buy
+1,173
New +$205K 0.01% 820

Other funds holding IYM

Level Four Advisory Services's IYM Position: Q2 2026 in Review

Level Four Advisory Services held its iShares US Basic Materials ETF (IYM) position steady in Q2 2026 at 1,173 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #883.

Level Four Advisory Services first reported a position in IYM in Q1 2026 and has held it in 2 quarters since. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Level Four Advisory Services held 1,173 shares of iShares US Basic Materials ETF worth $211K as of Q2 2026.
  • Level Four Advisory Services left its iShares US Basic Materials ETF share count unchanged in Q2 2026.
  • iShares US Basic Materials ETF made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #883 holding.
  • Level Four Advisory Services first reported a position in iShares US Basic Materials ETF in Q1 2026 and has held it in 2 quarters since.
  • 272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.