Matthew Hamilton Rosenberg’s iShares US Basic Materials ETF IYM Stock Holding History

Matthew Hamilton Rosenberg’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	$41.3K	Hold	230	–	–	0.01%	460
2026 Q1	$40.5K	Hold	230	–	–	0.01%	452
2025 Q4	$35.4K	Hold	230	–	–	0.01%	465
2025 Q3	$34.1K	Hold	230	–	–	0.01%	471
2025 Q2	$32.2K	Hold	230	–	–	0.01%	500
2025 Q1	$31K	Hold	230	–	–	0.01%	489
2024 Q4	$29.9K	Hold	230	–	–	0.01%	489
2024 Q3	$34.5K	Hold	230	–	–	0.01%	487
2024 Q2	$31.8K	Hold	230	–	–	0.01%	478
2024 Q1	$34K	Hold	230	–	–	0.01%	476
2023 Q4	$31.8K	Hold	230	–	–	0.01%	483
2023 Q3	$29.1K	Hold	230	–	–	0.01%	481
2023 Q2	$30.6K	Hold	230	–	–	0.01%	494
2023 Q1	$30.5K	Hold	230	–	–	0.01%	542
2022 Q4	$28.7K	Hold	230	–	–	0.01%	543
2022 Q3	$25K	Hold	230	–	–	0.01%	550
2022 Q2	$27K	Hold	230	–	–	0.01%	550
2022 Q1	$34K	Hold	230	–	–	0.01%	505
2021 Q4	$32K	Hold	230	–	–	0.01%	479
2021 Q3	$29K	Hold	230	–	–	0.01%	470
2021 Q2	$30K	Hold	230	–	–	0.02%	432
2021 Q1	$29K	Hold	230	–	–	0.02%	399
2020 Q4	$26K	Hold	230	–	–	0.02%	399
2020 Q3	$23K	Hold	230	–	–	0.02%	384
2020 Q2	$21K	Buy	+230	New	+$19K	0.02%	414

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

Matthew Hamilton Rosenberg's IYM Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its iShares US Basic Materials ETF (IYM) position steady in Q2 2026 at 230 shares worth $41.3K. The position accounts for 0.01% of the portfolio, ranked #460.

Matthew Hamilton Rosenberg first reported a position in IYM in Q2 2020 and has held it in 25 quarters since. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

Matthew Hamilton Rosenberg held 230 shares of iShares US Basic Materials ETF worth $41.3K as of Q2 2026.
Matthew Hamilton Rosenberg left its iShares US Basic Materials ETF share count unchanged in Q2 2026.
iShares US Basic Materials ETF made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #460 holding.
Matthew Hamilton Rosenberg first reported a position in iShares US Basic Materials ETF in Q2 2020 and has held it in 25 quarters since.
272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.