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 Q2	$294K	Sell	1,637 -431	-21%	-$78.9K	﹤0.01%	543
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

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 New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

NorthRock Partners's IYM Position: Q2 2026 in Review

NorthRock Partners reduced its iShares US Basic Materials ETF (IYM) stake by 21% in Q2 2026, selling an estimated $78.9K and leaving 1,637 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

NorthRock Partners first reported a position in IYM in Q4 2020 and has held it in 16 quarters since. The position peaked at $364K in Q1 2026. 273 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

NorthRock Partners held 1,637 shares of iShares US Basic Materials ETF worth $294K as of Q2 2026.
NorthRock Partners sold 431 iShares US Basic Materials ETF shares in Q2 2026, an estimated $78.9K.
iShares US Basic Materials ETF made up ﹤0.01% of NorthRock Partners's portfolio in Q2 2026, its #543 holding.
NorthRock Partners first reported a position in iShares US Basic Materials ETF in Q4 2020 and has held it in 16 quarters since.
NorthRock Partners's iShares US Basic Materials ETF position peaked at $364K in Q1 2026.
273 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.