Morgan Stanley
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Morgan Stanley’s iShares US Basic Materials ETF IYM Stock Holding History

Morgan Stanley’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 		$58.8M Buy
327,506
+54,579
+20% +$10M ﹤0.01% 2063
2026
Q1 		$48M Buy
272,927
+13,712
+5% +$2.4M ﹤0.01% 2138
2025
Q4 		$39.9M Buy
259,215
+32,947
+15% +$4.88M ﹤0.01% 2309
2025
Q3 		$33.5M Sell
226,268
-12,376
-5% -$1.81M ﹤0.01% 2379
2025
Q2 		$33.4M Sell
238,644
-30,187
-11% -$4.01M ﹤0.01% 2293
2025
Q1 		$36.2M Buy
268,831
+6,502
+2% +$886K ﹤0.01% 2116
2024
Q4 		$34.1M Buy
262,329
+10,857
+4% +$1.57M ﹤0.01% 2210
2024
Q3 		$37.8M Sell
251,472
-5,672
-2% -$809K ﹤0.01% 2127
2024
Q2 		$36M Sell
257,144
-11,925
-4% -$1.71M ﹤0.01% 2055
2024
Q1 		$39.7M Sell
269,069
-355,545
-57% -$48.8M ﹤0.01% 1965
2023
Q4 		$86.3M Buy
624,614
+324,700
+108% +$41.7M ﹤0.01% 1883
2023
Q3 		$37.9M Buy
299,914
+4,047
+1% +$535K ﹤0.01% 1837
2023
Q2 		$39.4M Sell
295,867
-16,726
-5% -$2.15M ﹤0.01% 1815
2023
Q1 		$41.4M Buy
312,593
+14,070
+5% +$1.87M ﹤0.01% 1713
2022
Q4 		$37.2M Sell
298,523
-190,822
-39% -$23.5M ﹤0.01% 1748
2022
Q3 		$52.9M Sell
489,345
-45,897
-9% -$5.5M 0.01% 1274
2022
Q2 		$63M Buy
535,242
+107,410
+25% +$14.8M 0.01% 1218
2022
Q1 		$64M Buy
427,832
+205,280
+92% +$28.4M 0.01% 1130
2021
Q4 		$31.2M Buy
222,552
+19,192
+9% +$2.58M ﹤0.01% 1713
2021
Q3 		$25.3M Sell
203,360
-34,092
-14% -$4.44M ﹤0.01% 1840
2021
Q2 		$31M Buy
237,452
+26,623
+13% +$3.56M ﹤0.01% 1709
2021
Q1 		$26.5M Sell
210,829
-8,173
-4% -$976K ﹤0.01% 1665
2020
Q4 		$24.8M Buy
219,002
+38,415
+21% +$4.09M ﹤0.01% 1605
2020
Q3 		$17.8M Sell
180,587
-18,942
-9% -$1.86M ﹤0.01% 1567
2020
Q2 		$17.8M Sell
199,529
-4,102
-2% -$339K ﹤0.01% 1500
2020
Q1 		$14.1M Sell
203,631
-8,659
-4% -$746K ﹤0.01% 1529
2019
Q4 		$20.8M Buy
212,290
+2,586
+1% +$243K ﹤0.01% 1624
2019
Q3 		$19.4M Sell
209,704
-696
-0.3% -$64.1K 0.01% 1513
2019
Q2 		$20M Sell
210,400
-1,034
-0.5% -$95K 0.01% 1490
2019
Q1 		$19.3M Sell
211,434
-65,510
-24% -$5.88M 0.01% 1468
2018
Q4 		$23.3M Buy
276,944
+11,508
+4% +$1.03M 0.01% 1339
2018
Q3 		$26.1M Sell
265,436
-254,491
-49% -$25.6M 0.01% 1448
2018
Q2 		$51.5M Sell
519,927
-34,023
-6% -$3.4M 0.01% 892
2018
Q1 		$53.2M Buy
553,950
+156,477
+39% +$16M 0.01% 883
2017
Q4 		$40.6M Sell
397,473
-30,278
-7% -$3M 0.01% 1093
2017
Q3 		$41M Buy
427,751
+37,801
+10% +$3.49M 0.01% 1025
2017
Q2 		$34.8M Buy
389,950
+41,717
+12% +$3.71M 0.01% 1111
2017
Q1 		$31M Sell
348,233
-52,622
-13% -$4.61M 0.01% 1216
2016
Q4 		$33.3M Buy
400,855
+208,219
+108% +$16.8M 0.01% 1126
2016
Q3 		$15.2M Sell
192,636
-47,027
-20% -$3.73M 0.01% 1661
2016
Q2 		$18.2M Buy
239,663
+138,259
+136% +$10.6M 0.01% 1497
2016
Q1 		$7.43M Sell
101,404
-27,727
-21% -$1.86M ﹤0.01% 2134
2015
Q4 		$9.11M Sell
129,131
-78
-0.1% -$5.62K ﹤0.01% 2071
2015
Q3 		$8.36M Sell
129,209
-32,475
-20% -$2.36M ﹤0.01% 2148
2015
Q2 		$13M Sell
161,684
-13,972
-8% -$1.18M ﹤0.01% 1848
2015
Q1 		$14.4M Sell
175,656
-2,850
-2% -$236K 0.01% 1725
2014
Q4 		$14.7M Sell
178,506
-9,575
-5% -$796K 0.01% 1719
2014
Q3 		$16.2M Sell
188,081
-31,472
-14% -$2.76M 0.01% 1609
2014
Q2 		$19.2M Sell
219,553
-39,725
-15% -$3.38M 0.01% 1472
2014
Q1 		$21.6M Sell
259,278
-20,263
-7% -$1.64M 0.01% 1303
2013
Q4 		$22.8M Sell
279,541
-60,389
-18% -$4.68M 0.01% 1249
2013
Q3 		$25.1M Buy
339,930
+149,176
+78% +$10.7M 0.01% 1054
2013
Q2 		$12.8M Buy
+190,754
New +$13.3M 0.01% 1500

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley's IYM Position: Q2 2026 in Review

Morgan Stanley increased its iShares US Basic Materials ETF (IYM) stake by 20% in Q2 2026, buying an estimated $10M and bringing the position to 327,506 shares worth $58.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2063.

Morgan Stanley first reported a position in IYM in Q2 2013 and has held it in 53 quarters since. The position peaked at $86.3M in Q4 2023. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Morgan Stanley held 327,506 shares of iShares US Basic Materials ETF worth $58.8M as of Q2 2026.
  • Morgan Stanley bought 54,579 iShares US Basic Materials ETF shares in Q2 2026, an estimated $10M.
  • iShares US Basic Materials ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2063 holding.
  • Morgan Stanley first reported a position in iShares US Basic Materials ETF in Q2 2013 and has held it in 53 quarters since.
  • Morgan Stanley's iShares US Basic Materials ETF position peaked at $86.3M in Q4 2023.
  • 272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.