Marshall Wace’s iShares US Basic Materials ETF IYM Stock Holding History

Marshall Wace’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	–	Sell	-18,576	Closed	-$3.27M	–	3443
2026 Q1	$3.27M	Buy	+18,576	New	+$3.25M	﹤0.01%	1528
2021 Q2	–	Sell	-2,998	Closed	-$376K	–	2845
2021 Q1	$376K	Buy	+2,998	New	+$358K	﹤0.01%	2044

Other funds holding IYM

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 New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

CFA

Camarda Financial Advisors Fleming Island, Florida $331M AUM 81.85% 1-Year Est. Return

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

Marshall Wace's IYM Position: Q2 2026 in Review

Marshall Wace sold out of iShares US Basic Materials ETF (IYM) in Q2 2026, closing a stake of 18,576 shares — an estimated $3.27M sold.

Marshall Wace first reported a position in IYM in Q1 2021 and held it in 2 quarters. The position peaked at $3.27M in Q1 2026. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

Marshall Wace reported no remaining iShares US Basic Materials ETF position as of Q2 2026 after selling out during the quarter.
Marshall Wace sold 18,576 iShares US Basic Materials ETF shares in Q2 2026, an estimated $3.27M.
Marshall Wace first reported a position in iShares US Basic Materials ETF in Q1 2021 and held it in 2 quarters.
Marshall Wace's iShares US Basic Materials ETF position peaked at $3.27M in Q1 2026.
272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

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