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Mattern Wealth Management’s iShares US Basic Materials ETF IYM Stock Holding History

Mattern Wealth 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 		$385K Hold
2,145
– – 0.06% 129
2026
Q1 		$377K Sell
2,145
-300
-12% -$52.5K 0.07% 107
2025
Q4 		$376K Sell
2,445
-54
-2% -$8K 0.07% 108
2025
Q3 		$370K Sell
2,499
-80
-3% -$11.7K 0.07% 106
2025
Q2 		$361K Sell
2,579
-127
-5% -$16.9K 0.08% 110
2025
Q1 		$365K Hold
2,706
– – 0.08% 118
2024
Q4 		$352K Hold
2,706
– – 0.08% 126
2024
Q3 		$406K Sell
2,706
-40
-1% -$5.71K 0.09% 120
2024
Q2 		$384K Hold
2,746
– – 0.09% 123
2024
Q1 		$406K Sell
2,746
-1,862
-40% -$256K 0.1% 123
2023
Q4 		$637K Buy
4,608
+1
+0% +$128 0.16% 98
2023
Q3 		$582K Sell
4,607
-198
-4% -$26.2K 0.17% 98
2023
Q2 		$639K Sell
4,805
-110
-2% -$14.2K 0.19% 95
2023
Q1 		$651K Sell
4,915
-300
-6% -$39.9K 0.22% 101
2022
Q4 		$651K Sell
5,215
-274
-5% -$33.7K 0.26% 91
2022
Q3 		$594K Hold
5,489
– – 0.24% 87
2022
Q2 		$646K Hold
5,489
– – 0.25% 82
2022
Q1 		$821K Sell
5,489
-432
-7% -$59.7K 0.27% 82
2021
Q4 		$830K Sell
5,921
-1,471
-20% -$198K 0.24% 88
2021
Q3 		$921K Sell
7,392
-43,290
-85% -$5.64M 0.31% 76
2021
Q2 		$6.46M Buy
50,682
+42,349
+508% +$5.66M 2.06% 13
2021
Q1 		$1.05M Sell
8,333
-38,933
-82% -$4.65M 0.37% 74
2020
Q4 		$5.36M Buy
+47,266
New +$5.03M 2.03% 14

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

Mattern Wealth Management's IYM Position: Q2 2026 in Review

Mattern Wealth Management held its iShares US Basic Materials ETF (IYM) position steady in Q2 2026 at 2,145 shares worth $385K. The position accounts for 0.06% of the portfolio, ranked #129.

Mattern Wealth Management first reported a position in IYM in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.46M in Q2 2021. 273 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Mattern Wealth Management held 2,145 shares of iShares US Basic Materials ETF worth $385K as of Q2 2026.
  • Mattern Wealth Management left its iShares US Basic Materials ETF share count unchanged in Q2 2026.
  • iShares US Basic Materials ETF made up 0.06% of Mattern Wealth Management's portfolio in Q2 2026, its #129 holding.
  • Mattern Wealth Management first reported a position in iShares US Basic Materials ETF in Q4 2020 and has held it in 23 quarters since.
  • Mattern Wealth Management's iShares US Basic Materials ETF position peaked at $6.46M in Q2 2021.
  • 273 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.