Mariner
IYM icon

Mariner’s iShares US Basic Materials ETF IYM Stock Holding History

Mariner’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 		$425K Buy
2,370
+36
+2% +$6.59K ﹤0.01% 2569
2026
Q1 		$409K Sell
2,334
-527
-18% -$92.2K ﹤0.01% 2635
2025
Q4 		$441K Buy
2,861
+44
+2% +$6.52K ﹤0.01% 2532
2025
Q3 		$417K Sell
2,817
-174
-6% -$25.4K ﹤0.01% 2568
2025
Q2 		$419K Buy
2,991
+492
+20% +$65.3K ﹤0.01% 2473
2025
Q1 		$337K Buy
2,499
+324
+15% +$44.1K ﹤0.01% 2519
2024
Q4 		$283K Sell
2,175
-751
-26% -$109K ﹤0.01% 2685
2024
Q3 		$439K Buy
2,926
+431
+17% +$61.5K ﹤0.01% 2243
2024
Q2 		$349K Buy
2,495
+58
+2% +$8.34K ﹤0.01% 2334
2024
Q1 		$360K Buy
2,437
+92
+4% +$12.6K ﹤0.01% 2296
2023
Q4 		$324K Sell
2,345
-595
-20% -$76.4K ﹤0.01% 2266
2023
Q3 		$371K Hold
2,940
– – ﹤0.01% 1975
2023
Q2 		$391K Buy
2,940
+481
+20% +$62K ﹤0.01% 1919
2023
Q1 		$326K Sell
2,459
-74
-3% -$9.84K ﹤0.01% 2001
2022
Q4 		$316K Buy
2,533
+75
+3% +$9.22K ﹤0.01% 1983
2022
Q3 		$266K Buy
+2,458
New +$295K ﹤0.01% 1859
2016
Q4 		– Sell
-26
Closed -$2K – 694
2016
Q3 		$2K Buy
+26
New +$2.06K ﹤0.01% 790

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

Mariner's IYM Position: Q2 2026 in Review

Mariner increased its iShares US Basic Materials ETF (IYM) stake by 1.5% in Q2 2026, buying an estimated $6.59K and bringing the position to 2,370 shares worth $425K. The position accounts for ﹤0.01% of the portfolio, ranked #2569.

Mariner first reported a position in IYM in Q3 2016 and has held it in 17 quarters since. The position peaked at $441K in Q4 2025. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Mariner held 2,370 shares of iShares US Basic Materials ETF worth $425K as of Q2 2026.
  • Mariner bought 36 iShares US Basic Materials ETF shares in Q2 2026, an estimated $6.59K.
  • iShares US Basic Materials ETF made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #2569 holding.
  • Mariner first reported a position in iShares US Basic Materials ETF in Q3 2016 and has held it in 17 quarters since.
  • Mariner's iShares US Basic Materials ETF position peaked at $441K in Q4 2025.
  • 272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.