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Magnus Financial Group’s iShares US Basic Materials ETF IYM Stock Holding History

Magnus Financial Group’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 		$392K Buy
2,182
+21
+1% +$3.85K 0.03% 273
2026
Q1 		$380K Buy
2,161
+126
+6% +$22K 0.03% 262
2025
Q4 		$313K Buy
2,035
+90
+5% +$13.3K 0.02% 326
2025
Q3 		$288K Buy
1,945
+1
+0.1% +$146 0.02% 329
2025
Q2 		$272K Buy
1,944
+76
+4% +$10.1K 0.02% 317
2025
Q1 		$252K Buy
+1,868
New +$254K 0.02% 303

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
SFS
Sharp Financial Services Horsham, Pennsylvania $216M AUM 23.88% 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

Magnus Financial Group's IYM Position: Q2 2026 in Review

Magnus Financial Group increased its iShares US Basic Materials ETF (IYM) stake by 0.97% in Q2 2026, buying an estimated $3.85K and bringing the position to 2,182 shares worth $392K. The position accounts for 0.03% of the portfolio, ranked #273.

Magnus Financial Group first reported a position in IYM in Q1 2025 and has held it in 6 quarters since. 74 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Magnus Financial Group held 2,182 shares of iShares US Basic Materials ETF worth $392K as of Q2 2026.
  • Magnus Financial Group bought 21 iShares US Basic Materials ETF shares in Q2 2026, an estimated $3.85K.
  • iShares US Basic Materials ETF made up 0.03% of Magnus Financial Group's portfolio in Q2 2026, its #273 holding.
  • Magnus Financial Group first reported a position in iShares US Basic Materials ETF in Q1 2025 and has held it in 6 quarters since.
  • 74 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.