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

NewEdge 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 		$734K Buy
4,175
+1,539
+58% +$269K ﹤0.01% 1694
2025
Q4 		$406K Buy
2,636
+881
+50% +$130K ﹤0.01% 2119
2025
Q3 		$260K Buy
1,755
+1,596
+1,004% +$233K ﹤0.01% 2265
2025
Q2 		$22.2K Hold
159
– – ﹤0.01% 2915
2025
Q1 		$21.4K Sell
159
-52
-25% -$7.08K ﹤0.01% 2839
2024
Q4 		$27.4K Hold
211
– – ﹤0.01% 2714
2024
Q3 		$31.7K Sell
211
-14,202
-99% -$2.03M ﹤0.01% 2578
2024
Q2 		$2.02M Buy
14,413
+13,578
+1,626% +$1.95M 0.01% 749
2024
Q1 		$123K Sell
835
-10,019
-92% -$1.38M ﹤0.01% 2004
2023
Q4 		$1.5M Sell
10,854
-59
-0.5% -$7.57K 0.01% 771
2023
Q3 		$1.38M Sell
10,913
-441
-4% -$58.3K 0.02% 731
2023
Q2 		$1.51M Buy
11,354
+55
+0.5% +$7.09K 0.02% 693
2023
Q1 		$1.5M Buy
11,299
+10,794
+2,137% +$1.43M 0.02% 625
2022
Q4 		$63 Sell
505
-1,943
-79% -$239K ﹤0.01% 3436
2022
Q3 		$265K Sell
2,448
-2,690
-52% -$322K ﹤0.01% 1263
2022
Q2 		$605K Buy
+5,138
New +$710K 0.01% 898

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

NewEdge Advisors's IYM Position: Q1 2026 in Review

NewEdge Advisors increased its iShares US Basic Materials ETF (IYM) stake by 58% in Q1 2026, buying an estimated $269K and bringing the position to 4,175 shares worth $734K. The position accounts for ﹤0.01% of the portfolio, ranked #1694.

NewEdge Advisors first reported a position in IYM in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.02M in Q2 2024. 246 funds tracked by Wall St. Rank hold IYM as of Q1 2026.

  • NewEdge Advisors held 4,175 shares of iShares US Basic Materials ETF worth $734K as of Q1 2026.
  • NewEdge Advisors bought 1,539 iShares US Basic Materials ETF shares in Q1 2026, an estimated $269K.
  • iShares US Basic Materials ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1694 holding.
  • NewEdge Advisors first reported a position in iShares US Basic Materials ETF in Q2 2022 and has held it in 16 quarters since.
  • NewEdge Advisors's iShares US Basic Materials ETF position peaked at $2.02M in Q2 2024.
  • 246 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.