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

Mutual 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
Q1 		$1.53M Buy
8,675
+674
+8% +$118K 0.03% 454
2025
Q4 		$1.23M Sell
8,001
-146
-2% -$21.6K 0.03% 510
2025
Q3 		$1.21M Buy
8,147
+397
+5% +$58K 0.03% 499
2025
Q2 		$1.15M Buy
7,750
+5,801
+298% +$770K 0.03% 451
2025
Q1 		$253K Hold
1,949
– – 0.01% 950
2024
Q4 		$266K Sell
1,949
-6,981
-78% -$1.01M 0.01% 928
2024
Q3 		$1.33M Buy
8,930
+25
+0.3% +$3.57K 0.04% 391
2024
Q2 		$1.28M Buy
8,905
+7,258
+441% +$1.04M 0.04% 405
2024
Q1 		$243K Sell
1,647
-468
-22% -$64.3K 0.01% 957
2023
Q4 		$292K Buy
2,115
+156
+8% +$20K 0.01% 828
2023
Q3 		$248K Sell
1,959
-7,234
-79% -$956K 0.01% 849
2023
Q2 		$1.22M Buy
9,193
+7,277
+380% +$937K 0.05% 378
2023
Q1 		$254K Sell
1,916
-415
-18% -$55.2K 0.01% 830
2022
Q4 		$291K Buy
+2,331
New +$287K 0.01% 750
2021
Q4 		– Sell
-28,923
Closed -$3.6M – 912
2021
Q3 		$3.6M Buy
28,923
+27,365
+1,756% +$3.57M 0.21% 111
2021
Q2 		$203K Buy
+1,558
New +$208K 0.01% 789
2021
Q1 		– Sell
-9,101
Closed -$1.03M – 806
2020
Q4 		$1.03M Buy
+9,101
New +$969K 0.08% 295
2020
Q1 		– Sell
-2,861
Closed -$280K – 613
2019
Q4 		$280K Sell
2,861
-242
-8% -$22.7K 0.03% 479
2019
Q3 		$286K Hold
3,103
– – 0.04% 429
2019
Q2 		$295K Buy
3,103
+194
+7% +$17.8K 0.04% 446
2019
Q1 		$266K Buy
2,909
+10
+0.3% +$898 0.04% 388
2018
Q4 		$243K Sell
2,899
-4
-0.1% -$358 0.05% 367
2018
Q3 		$286K Hold
2,903
– – 0.04% 375
2018
Q2 		$287K Sell
2,903
-1,891
-39% -$189K 0.07% 334
2018
Q1 		$461K Buy
4,794
+1,184
+33% +$121K 0.12% 249
2017
Q4 		$369K Buy
+3,610
New +$358K 0.14% 193

Other funds holding IYM

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

Mutual Advisors's IYM Position: Q1 2026 in Review

Mutual Advisors increased its iShares US Basic Materials ETF (IYM) stake by 8.4% in Q1 2026, buying an estimated $118K and bringing the position to 8,675 shares worth $1.53M. The position accounts for 0.03% of the portfolio, ranked #454.

Mutual Advisors first reported a position in IYM in Q4 2017 and has held it in 26 quarters since. The position peaked at $3.6M in Q3 2021. 246 funds tracked by Wall St. Rank hold IYM as of Q1 2026.

  • Mutual Advisors held 8,675 shares of iShares US Basic Materials ETF worth $1.53M as of Q1 2026.
  • Mutual Advisors bought 674 iShares US Basic Materials ETF shares in Q1 2026, an estimated $118K.
  • iShares US Basic Materials ETF made up 0.03% of Mutual Advisors's portfolio in Q1 2026, its #454 holding.
  • Mutual Advisors first reported a position in iShares US Basic Materials ETF in Q4 2017 and has held it in 26 quarters since.
  • Mutual Advisors's iShares US Basic Materials ETF position peaked at $3.6M in Q3 2021.
  • 246 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.