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

MTM 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	$15.3K	Hold	85	–	–	﹤0.01%	482
2026 Q1	$15K	Hold	85	–	–	﹤0.01%	470
2025 Q4	$13.1K	Hold	85	–	–	﹤0.01%	495
2025 Q3	$12.6K	Hold	85	–	–	﹤0.01%	511
2025 Q2	$11.9K	Hold	85	–	–	﹤0.01%	516
2025 Q1	$11.5K	Sell	85 -60	-41%	-$8.17K	﹤0.01%	250
2024 Q4	$18.8K	Hold	145	–	–	0.01%	234
2024 Q3	$21.6K	Hold	145	–	–	0.01%	239
2024 Q2	$20.3K	Hold	145	–	–	0.01%	232
2024 Q1	$21.4K	Hold	145	–	–	0.01%	242
2023 Q4	$20K	Hold	145	–	–	0.01%	230
2023 Q3	$18.3K	Hold	145	–	–	0.01%	225
2023 Q2	$19.3K	Hold	145	–	–	0.01%	234
2023 Q1	$19.2K	Hold	145	–	–	0.01%	235
2022 Q4	$18.1K	Hold	145	–	–	0.01%	235
2022 Q3	$16K	Hold	145	–	–	0.01%	232
2022 Q2	$17K	Hold	145	–	–	0.01%	236
2022 Q1	$22K	Hold	145	–	–	0.01%	248
2021 Q4	$20K	Hold	145	–	–	0.01%	249
2021 Q3	$18K	Hold	145	–	–	0.01%	230
2021 Q2	$19K	Hold	145	–	–	0.01%	226
2021 Q1	$18K	Hold	145	–	–	0.01%	218
2020 Q4	$16K	Buy	+145	New	+$15.4K	0.01%	202

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

MTM Investment Management's IYM Position: Q2 2026 in Review

MTM Investment Management held its iShares US Basic Materials ETF (IYM) position steady in Q2 2026 at 85 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

MTM Investment Management first reported a position in IYM in Q4 2020 and has held it in 23 quarters since. The position peaked at $22K in Q1 2022. 273 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

MTM Investment Management held 85 shares of iShares US Basic Materials ETF worth $15.3K as of Q2 2026.
MTM Investment Management left its iShares US Basic Materials ETF share count unchanged in Q2 2026.
iShares US Basic Materials ETF made up ﹤0.01% of MTM Investment Management's portfolio in Q2 2026, its #482 holding.
MTM Investment Management first reported a position in iShares US Basic Materials ETF in Q4 2020 and has held it in 23 quarters since.
MTM Investment Management's iShares US Basic Materials ETF position peaked at $22K in Q1 2022.
273 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.