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Mesirow Financial Investment Management’s iShares US Basic Materials ETF IYM Stock Holding History

Mesirow Financial Investment 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 		$900K Buy
5,015
+1
+0% +$183 0.01% 286
2026
Q1 		$882K Buy
5,014
+27
+0.5% +$4.72K 0.01% 283
2025
Q4 		$768K Sell
4,987
-22
-0.4% -$3.26K 0.02% 272
2025
Q3 		$742K Buy
5,009
+3
+0.1% +$438 0.01% 304
2025
Q2 		$701K Buy
5,006
+1
+0% +$133 0.01% 303
2025
Q1 		$675K Sell
5,005
-29
-0.6% -$3.95K 0.01% 310
2024
Q4 		$654K Buy
5,034
+1
+0% +$144 0.01% 310
2024
Q3 		$756K Sell
5,033
-355
-7% -$50.7K 0.01% 300
2024
Q2 		$755K Sell
5,388
-87
-2% -$12.5K 0.02% 278
2024
Q1 		$809K Sell
5,475
-68
-1% -$9.34K 0.02% 279
2023
Q4 		$766K Buy
+5,543
New +$712K 0.03% 253

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

Mesirow Financial Investment Management's IYM Position: Q2 2026 in Review

Mesirow Financial Investment Management increased its iShares US Basic Materials ETF (IYM) stake by 0.02% in Q2 2026, buying an estimated $183 and bringing the position to 5,015 shares worth $900K. The position accounts for 0.01% of the portfolio, ranked #286.

Mesirow Financial Investment Management first reported a position in IYM in Q4 2023 and has held it in 11 quarters since. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Mesirow Financial Investment Management held 5,015 shares of iShares US Basic Materials ETF worth $900K as of Q2 2026.
  • Mesirow Financial Investment Management bought 1 iShares US Basic Materials ETF share in Q2 2026, an estimated $183.
  • iShares US Basic Materials ETF made up 0.01% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #286 holding.
  • Mesirow Financial Investment Management first reported a position in iShares US Basic Materials ETF in Q4 2023 and has held it in 11 quarters since.
  • 272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.