NBC Securities’s iShares US Basic Materials ETF IYM Stock Holding History

NBC Securities’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 Q3	$31.5K	Hold	177	–	–	﹤0.01%	1491
2026 Q2	$31.8K	Hold	177	–	–	﹤0.01%	1469
2026 Q1	$31.1K	Hold	177	–	–	﹤0.01%	1518
2025 Q4	$27.2K	Hold	177	–	–	﹤0.01%	1629
2025 Q3	$26.2K	Hold	177	–	–	﹤0.01%	1608
2025 Q2	$24K	Buy	177 +1	+0.6%	+$133	﹤0.01%	1632
2025 Q1	$23K	Buy	+176	New	+$24K	﹤0.01%	1437
2024 Q4	–	Sell	-185	Closed	-$27K	–	1694
2024 Q3	$27K	Hold	185	–	–	﹤0.01%	1383
2024 Q2	$25K	Hold	185	–	–	﹤0.01%	1367
2024 Q1	$27K	Sell	185 -7	-4%	-$961	﹤0.01%	1349
2023 Q4	$26K	Sell	192 -148	-44%	-$19K	﹤0.01%	1370
2023 Q3	$42K	Buy	+340	New	+$44.9K	﹤0.01%	1182

Other funds holding IYM

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

Three Seasons Wealth Salt Lake City, Utah $1.12B AUM 34.1% 1-Year Est. Return

Financial Planning Fort Collins Fort Collins, Colorado $137M AUM 12.62% 1-Year Est. Return

Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return

NBC Securities's IYM Position: Q3 2026 in Review

NBC Securities held its iShares US Basic Materials ETF (IYM) position steady in Q3 2026 at 177 shares worth $31.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1491.

NBC Securities first reported a position in IYM in Q3 2023 and has held it in 12 quarters since. The position peaked at $42K in Q3 2023. 122 funds tracked by Wall St. Rank hold IYM as of Q3 2026.

NBC Securities held 177 shares of iShares US Basic Materials ETF worth $31.5K as of Q3 2026.
NBC Securities left its iShares US Basic Materials ETF share count unchanged in Q3 2026.
iShares US Basic Materials ETF made up ﹤0.01% of NBC Securities's portfolio in Q3 2026, its #1491 holding.
NBC Securities first reported a position in iShares US Basic Materials ETF in Q3 2023 and has held it in 12 quarters since.
NBC Securities's iShares US Basic Materials ETF position peaked at $42K in Q3 2023.
122 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2026.

Based on NBC Securities's 13F filing for Q3 2026, filed 26 Oct 2026.