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MAI Capital Management’s iShares US Basic Materials ETF IYM Stock Holding History

MAI Capital 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 		$414K Buy
2,307
+305
+15% +$55.9K ﹤0.01% 1410
2026
Q1 		$352K Buy
2,002
+1
+0% +$175 ﹤0.01% 1188
2025
Q4 		$308K Buy
2,001
+28
+1% +$4.15K ﹤0.01% 1144
2025
Q3 		$292K Buy
1,973
+147
+8% +$21.5K ﹤0.01% 1113
2025
Q2 		$256K Sell
1,826
-142
-7% -$18.9K ﹤0.01% 1073
2025
Q1 		$265K Sell
1,968
-194
-9% -$26.4K ﹤0.01% 1018
2024
Q4 		$281K Sell
2,162
-7
-0.3% -$1.01K ﹤0.01% 1012
2024
Q3 		$326K Buy
2,169
+1
+0% +$143 ﹤0.01% 852
2024
Q2 		$304K Sell
2,168
-15
-0.7% -$2.16K ﹤0.01% 987
2024
Q1 		$323K Buy
2,183
+45
+2% +$6.18K ﹤0.01% 953
2023
Q4 		$295K Buy
2,138
+506
+31% +$65K ﹤0.01% 873
2023
Q3 		$206K Buy
+1,632
New +$216K ﹤0.01% 954

Other funds holding IYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $331M AUM 81.85% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

MAI Capital Management's IYM Position: Q2 2026 in Review

MAI Capital Management increased its iShares US Basic Materials ETF (IYM) stake by 15% in Q2 2026, buying an estimated $55.9K and bringing the position to 2,307 shares worth $414K. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

MAI Capital Management first reported a position in IYM in Q3 2023 and has held it in 12 quarters since. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • MAI Capital Management held 2,307 shares of iShares US Basic Materials ETF worth $414K as of Q2 2026.
  • MAI Capital Management bought 305 iShares US Basic Materials ETF shares in Q2 2026, an estimated $55.9K.
  • iShares US Basic Materials ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1410 holding.
  • MAI Capital Management first reported a position in iShares US Basic Materials ETF in Q3 2023 and has held it in 12 quarters since.
  • 272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.