Regatta Research & Money Management’s iShares US Basic Materials ETF IYM Stock Holding History

Regatta Research & Money Management’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	$33.8K	Buy	+189	New	+$34.6K	0.03%	325

Other funds holding IYM

UFF

USA FINANCIAL FORMULAS Ada, Michigan $546M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Regatta Research & Money Management's IYM Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in iShares US Basic Materials ETF (IYM) in Q2 2026: 189 shares worth $33.8K. The stake represents 0.03% of the portfolio and ranks #325 among its holdings.

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

Regatta Research & Money Management held 189 shares of iShares US Basic Materials ETF worth $33.8K as of Q2 2026.
iShares US Basic Materials ETF was a new Regatta Research & Money Management position in Q2 2026.
iShares US Basic Materials ETF made up 0.03% of Regatta Research & Money Management's portfolio in Q2 2026, its #325 holding.
213 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.