NA
IYM icon

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
Q2 		$506K Sell
2,818
-1,357
-33% -$249K ﹤0.01% 2136
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

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

NewEdge Advisors's IYM Position: Q2 2026 in Review

NewEdge Advisors reduced its iShares US Basic Materials ETF (IYM) stake by 33% in Q2 2026, selling an estimated $249K and leaving 2,818 shares worth $506K. The position accounts for ﹤0.01% of the portfolio, ranked #2136.

NewEdge Advisors first reported a position in IYM in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.02M in Q2 2024. 273 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • NewEdge Advisors held 2,818 shares of iShares US Basic Materials ETF worth $506K as of Q2 2026.
  • NewEdge Advisors sold 1,357 iShares US Basic Materials ETF shares in Q2 2026, an estimated $249K.
  • iShares US Basic Materials ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2136 holding.
  • NewEdge Advisors first reported a position in iShares US Basic Materials ETF in Q2 2022 and has held it in 17 quarters since.
  • NewEdge Advisors's iShares US Basic Materials ETF position peaked at $2.02M in Q2 2024.
  • 273 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.