LPL Financial’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 | $42.7M | Buy |
238,055
+67,726
| +40% | +$12.4M | 0.01% | 1100 |
|
|
2026
Q1 | $30M | Buy |
170,329
+68,722
| +68% | +$12M | 0.01% | 1194 |
|
|
2025
Q4 | $15.6M | Buy |
101,607
+964
| +1% | +$143K | ﹤0.01% | 1577 |
|
|
2025
Q3 | $14.9M | Buy |
100,643
+11,628
| +13% | +$1.7M | ﹤0.01% | 1566 |
|
|
2025
Q2 | $12.5M | Buy |
89,015
+5,073
| +6% | +$674K | ﹤0.01% | 1563 |
|
|
2025
Q1 | $11.3M | Buy |
83,942
+7,315
| +10% | +$996K | ﹤0.01% | 1514 |
|
|
2024
Q4 | $9.96M | Buy |
76,627
+10,887
| +17% | +$1.57M | ﹤0.01% | 1550 |
|
|
2024
Q3 | $9.87M | Buy |
65,740
+1,888
| +3% | +$269K | ﹤0.01% | 1475 |
|
|
2024
Q2 | $8.94M | Sell |
63,852
-9,153
| -13% | -$1.32M | ﹤0.01% | 1446 |
|
|
2024
Q1 | $10.8M | Buy |
73,005
+875
| +1% | +$120K | 0.01% | 1284 |
|
|
2023
Q4 | $9.97M | Sell |
72,130
-6,235
| -8% | -$800K | 0.01% | 1256 |
|
|
2023
Q3 | $9.9M | Buy |
78,365
+85
| +0.1% | +$11.2K | 0.01% | 1168 |
|
|
2023
Q2 | $10.4M | Sell |
78,280
-10,029
| -11% | -$1.29M | 0.01% | 1114 |
|
|
2023
Q1 | $11.7M | Buy |
88,309
+17,624
| +25% | +$2.34M | 0.01% | 1013 |
|
|
2022
Q4 | $8.82M | Buy |
70,685
+1,703
| +2% | +$209K | 0.01% | 1095 |
|
|
2022
Q3 | $7.46M | Sell |
68,982
-7,817
| -10% | -$937K | 0.01% | 1109 |
|
|
2022
Q2 | $9.04M | Sell |
76,799
-15,285
| -17% | -$2.11M | 0.01% | 1019 |
|
|
2022
Q1 | $13.8M | Buy |
92,084
+3,777
| +4% | +$522K | 0.01% | 823 |
|
|
2021
Q4 | $12.4M | Sell |
88,307
-266,718
| -75% | -$35.9M | 0.01% | 897 |
|
|
2021
Q3 | $44.2M | Buy |
355,025
+260,641
| +276% | +$34M | 0.04% | 367 |
|
|
2021
Q2 | $12.3M | Buy |
94,384
+35,770
| +61% | +$4.78M | 0.01% | 801 |
|
|
2021
Q1 | $7.36M | Sell |
58,614
-19,779
| -25% | -$2.36M | 0.01% | 995 |
|
|
2020
Q4 | $8.89M | Buy |
78,393
+29,089
| +59% | +$3.1M | 0.01% | 801 |
|
|
2020
Q3 | $4.87M | Buy |
49,304
+17,060
| +53% | +$1.67M | 0.01% | 973 |
|
|
2020
Q2 | $2.88M | Buy |
32,244
+3,073
| +11% | +$254K | 0.01% | 1160 |
|
|
2020
Q1 | $2.02M | Sell |
29,171
-3,109
| -10% | -$268K | ﹤0.01% | 1190 |
|
|
2019
Q4 | $3.16M | Buy |
32,280
+2,727
| +9% | +$256K | 0.01% | 1077 |
|
|
2019
Q3 | $2.73M | Sell |
29,553
-2,957
| -9% | -$272K | 0.01% | 1078 |
|
|
2019
Q2 | $3.09M | Sell |
32,510
-3,527
| -10% | -$324K | 0.01% | 1004 |
|
|
2019
Q1 | $3.29M | Sell |
36,037
-11,615
| -24% | -$1.04M | 0.01% | 936 |
|
|
2018
Q4 | $4M | Sell |
47,652
-4,173
| -8% | -$373K | 0.01% | 778 |
|
|
2018
Q3 | $5.1M | Sell |
51,825
-14,396
| -22% | -$1.45M | 0.01% | 729 |
|
|
2018
Q2 | $6.56M | Sell |
66,221
-395,236
| -86% | -$39.5M | 0.02% | 608 |
|
|
2018
Q1 | $44.3M | Buy |
461,457
+62,389
| +16% | +$6.4M | 0.12% | 151 |
|
|
2017
Q4 | $40.8M | Buy |
399,068
+341,071
| +588% | +$33.8M | 0.12% | 152 |
|
|
2017
Q3 | $5.55M | Sell |
57,997
-169,836
| -75% | -$15.7M | 0.02% | 566 |
|
|
2017
Q2 | $20.4M | Sell |
227,833
-52,990
| -19% | -$4.71M | 0.08% | 212 |
|
|
2017
Q1 | $24.9M | Buy |
280,823
+118,442
| +73% | +$10.4M | 0.17% | 99 |
|
|
2016
Q4 | $13.6M | Buy |
162,381
+47,330
| +41% | +$3.83M | 0.1% | 167 |
|
|
2016
Q3 | $8.93M | Sell |
115,051
-274,835
| -70% | -$21.8M | 0.08% | 214 |
|
|
2016
Q2 | $29.2M | Sell |
389,886
-68,020
| -15% | -$5.19M | 0.25% | 71 |
|
|
2016
Q1 | $33.3M | Buy |
457,906
+393,104
| +607% | +$26.4M | 0.09% | 193 |
|
|
2015
Q4 | $4.49M | Buy |
64,802
+34,575
| +114% | +$2.49M | 0.01% | 769 |
|
|
2015
Q3 | $2.08M | Sell |
30,227
-16,703
| -36% | -$1.21M | 0.01% | 820 |
|
|
2015
Q2 | $3.74M | Buy |
46,930
+2,154
| +5% | +$181K | 0.02% | 626 |
|
|
2015
Q1 | $3.67M | Sell |
44,776
-18,976
| -30% | -$1.57M | 0.02% | 641 |
|
|
2014
Q4 | $5.26M | Sell |
63,752
-233,909
| -79% | -$19.4M | 0.03% | 466 |
|
|
2014
Q3 | $25M | Sell |
297,661
-111,390
| -27% | -$9.76M | 0.15% | 144 |
|
|
2014
Q2 | $35.8M | Buy |
409,051
+38,670
| +10% | +$3.29M | 0.21% | 102 |
|
|
2014
Q1 | $30.8M | Buy |
370,381
+275,908
| +292% | +$22.3M | 0.19% | 113 |
|
|
2013
Q4 | $7.69M | Sell |
94,473
-10,255
| -10% | -$795K | 0.05% | 321 |
|
|
2013
Q3 | $7.88M | Buy |
104,728
+61,151
| +140% | +$4.39M | 0.05% | 304 |
|
|
2013
Q2 | $2.92M | Buy |
+43,577
| New | +$3.05M | 0.02% | 563 |
|
Other funds holding IYM
UFF
CFA
CB
FIA
MWM
LPL Financial's IYM Position: Q2 2026 in Review
LPL Financial increased its iShares US Basic Materials ETF (IYM) stake by 40% in Q2 2026, buying an estimated $12.4M and bringing the position to 238,055 shares worth $42.7M. The position accounts for 0.01% of the portfolio, ranked #1100.
LPL Financial first reported a position in IYM in Q2 2013 and has held it in 53 quarters since. The position peaked at $44.3M in Q1 2018. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.
- LPL Financial held 238,055 shares of iShares US Basic Materials ETF worth $42.7M as of Q2 2026.
- LPL Financial bought 67,726 iShares US Basic Materials ETF shares in Q2 2026, an estimated $12.4M.
- iShares US Basic Materials ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1100 holding.
- LPL Financial first reported a position in iShares US Basic Materials ETF in Q2 2013 and has held it in 53 quarters since.
- LPL Financial's iShares US Basic Materials ETF position peaked at $44.3M in Q1 2018.
- 272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.