Mercer Global Advisors
IYM icon

Mercer Global Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

Mercer Global Advisors’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 		$583K Sell
3,247
-694
-18% -$127K ﹤0.01% 2155
2026
Q1 		$693K Buy
3,941
+1,709
+77% +$299K ﹤0.01% 1768
2025
Q4 		$344K Sell
2,232
-74
-3% -$11K ﹤0.01% 2133
2025
Q3 		$342K Sell
2,306
-18
-0.8% -$2.63K ﹤0.01% 2001
2025
Q2 		$325K Sell
2,324
-722
-24% -$95.9K ﹤0.01% 1810
2025
Q1 		$411K Buy
3,046
+901
+42% +$123K ﹤0.01% 1582
2024
Q4 		$279K Sell
2,145
-2,099
-49% -$303K ﹤0.01% 1793
2024
Q3 		$636K Sell
4,244
-558
-12% -$79.6K ﹤0.01% 1214
2024
Q2 		$672K Sell
4,802
-112
-2% -$16.1K ﹤0.01% 1155
2024
Q1 		$726K Buy
4,914
+338
+7% +$46.4K ﹤0.01% 1093
2023
Q4 		$632K Buy
4,576
+2,002
+78% +$257K ﹤0.01% 1183
2023
Q3 		$325K Sell
2,574
-71
-3% -$9.38K ﹤0.01% 1482
2023
Q2 		$352K Sell
2,645
-1,517
-36% -$195K ﹤0.01% 1411
2023
Q1 		$552K Sell
4,162
-278
-6% -$37K ﹤0.01% 1157
2022
Q4 		$554K Buy
+4,440
New +$546K ﹤0.01% 1149

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

Mercer Global Advisors's IYM Position: Q2 2026 in Review

Mercer Global Advisors reduced its iShares US Basic Materials ETF (IYM) stake by 18% in Q2 2026, selling an estimated $127K and leaving 3,247 shares worth $583K. The position accounts for ﹤0.01% of the portfolio, ranked #2155.

Mercer Global Advisors first reported a position in IYM in Q4 2022 and has held it in 15 quarters since. The position peaked at $726K in Q1 2024. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Mercer Global Advisors held 3,247 shares of iShares US Basic Materials ETF worth $583K as of Q2 2026.
  • Mercer Global Advisors sold 694 iShares US Basic Materials ETF shares in Q2 2026, an estimated $127K.
  • iShares US Basic Materials ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2155 holding.
  • Mercer Global Advisors first reported a position in iShares US Basic Materials ETF in Q4 2022 and has held it in 15 quarters since.
  • Mercer Global Advisors's iShares US Basic Materials ETF position peaked at $726K in Q1 2024.
  • 272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.