NorthRock Partners’s iShares US Basic Materials ETF IYM Stock Holding History

NorthRock Partners’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	$364K	Buy	2,068 +1	+0%	+$175	0.01%	475
2025 Q4	$318K	Sell	2,067 -1	-0%	-$148	0.01%	465
2025 Q3	$306K	Buy	2,068 +625	+43%	+$91.3K	0.01%	691
2025 Q2	$202K	Sell	1,443 -58	-4%	-$7.7K	0.01%	651
2025 Q1	$202K	Hold	1,501	–	–	0.01%	570
2024 Q4	$195K	Hold	1,501	–	–	0.01%	570
2024 Q3	$225K	Hold	1,501	–	–	0.01%	582
2024 Q2	$210K	Buy	1,501 +52	+4%	+$7.48K	0.01%	565
2024 Q1	$214K	Sell	1,449 -108	-7%	-$14.8K	0.01%	569
2023 Q4	$215K	Buy	+1,557	New	+$200K	0.01%	528
2022 Q1	–	Sell	-1,627	Closed	-$228K	–	350
2021 Q4	$228K	Hold	1,627	–	–	0.02%	296
2021 Q3	$203K	Hold	1,627	–	–	0.02%	269
2021 Q2	$212K	Hold	1,627	–	–	0.02%	230
2021 Q1	$204K	Sell	1,627 -170	-9%	-$20.3K	0.02%	218
2020 Q4	$204K	Buy	+1,797	New	+$191K	0.02%	212

Other funds holding IYM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

NorthRock Partners's IYM Position: Q1 2026 in Review

NorthRock Partners increased its iShares US Basic Materials ETF (IYM) stake by 0.05% in Q1 2026, buying an estimated $175 and bringing the position to 2,068 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #475.

NorthRock Partners first reported a position in IYM in Q4 2020 and has held it in 15 quarters since. 246 funds tracked by Wall St. Rank hold IYM as of Q1 2026.

NorthRock Partners held 2,068 shares of iShares US Basic Materials ETF worth $364K as of Q1 2026.
NorthRock Partners bought 1 iShares US Basic Materials ETF share in Q1 2026, an estimated $175.
iShares US Basic Materials ETF made up 0.01% of NorthRock Partners's portfolio in Q1 2026, its #475 holding.
NorthRock Partners first reported a position in iShares US Basic Materials ETF in Q4 2020 and has held it in 15 quarters since.
246 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.