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NWAM LLC’s iShares US Basic Materials ETF IYM Stock Holding History

NWAM LLC’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 		$236K Buy
+1,317
New +$241K 0.01% 635
2021
Q1 		– Sell
-8,072
Closed -$915K – 512
2020
Q4 		$915K Buy
+8,072
New +$860K 0.1% 185
2020
Q3 		– Sell
-8,494
Closed -$758K – 335
2020
Q2 		$758K Buy
+8,494
New +$703K 0.11% 180
2019
Q4 		$884K Buy
9,022
+226
+3% +$21.2K 0.15% 143
2019
Q3 		$812K Sell
8,796
-1,430
-14% -$132K 0.15% 144
2019
Q2 		$972K Sell
10,226
-327
-3% -$30K 0.19% 113
2019
Q1 		$965K Sell
10,553
-197
-2% -$17.7K 0.21% 104
2018
Q4 		$903K Sell
10,750
-450
-4% -$40.3K 0.23% 101
2018
Q3 		$1.1M Buy
11,200
+640
+6% +$64.3K 0.25% 85
2018
Q2 		$1.05M Buy
10,560
+320
+3% +$32K 0.25% 91
2018
Q1 		$984K Sell
10,240
-1,080
-10% -$111K 0.25% 95
2017
Q4 		$1.16M Sell
11,320
-566
-5% -$56.2K 0.29% 80
2017
Q3 		$1.14M Sell
11,886
-917
-7% -$84.7K 0.3% 85
2017
Q2 		$1.14M Buy
12,803
+459
+4% +$40.8K 0.2% 77
2017
Q1 		$1.1M Sell
12,344
-4,949
-29% -$434K 0.34% 73
2016
Q4 		$1.44M Buy
17,293
+60
+0.3% +$4.85K 0.48% 50
2016
Q3 		$1.36M Buy
17,233
+81
+0.5% +$6.42K 0.1% 53
2016
Q2 		$1.3M Buy
17,152
+60
+0.4% +$4.58K 0.51% 47
2016
Q1 		$1.25M Sell
17,092
-705
-4% -$47.4K 0.5% 48
2015
Q4 		$1.25M Buy
+17,797
New +$1.28M 0.51% 52
2015
Q3 		– Sell
-18,000
Closed -$1.46M – 196
2015
Q2 		$1.46M Buy
18,000
+12,784
+245% +$1.08M 0.61% 35
2015
Q1 		$427K Hold
5,216
– – 0.18% 134
2014
Q4 		$430K Buy
5,216
+58
+1% +$4.82K 0.19% 127
2014
Q3 		$444K Buy
5,158
+190
+4% +$16.7K 0.16% 146
2014
Q2 		$435K Sell
4,968
-67
-1% -$5.7K 0.14% 160
2014
Q1 		$419K Sell
5,035
-13
-0.3% -$1.05K 0.14% 146
2013
Q4 		$411K Sell
5,048
-344
-6% -$26.7K 0.22% 103
2013
Q3 		$399K Sell
5,392
-267
-5% -$19.2K 0.19% 109
2013
Q2 		$379K Buy
+5,659
New +$396K 0.19% 107

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

NWAM LLC's IYM Position: Q2 2026 in Review

NWAM LLC opened a new position in iShares US Basic Materials ETF (IYM) in Q2 2026: 1,317 shares worth $236K. The stake represents 0.01% of the portfolio and ranks #635 among its holdings. This is a return to the name: NWAM LLC previously reported a position in IYM as recently as Q4 2020.

NWAM LLC first reported a position in IYM in Q2 2013 and has held it in 29 quarters since. The position peaked at $1.46M in Q2 2015. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • NWAM LLC held 1,317 shares of iShares US Basic Materials ETF worth $236K as of Q2 2026.
  • iShares US Basic Materials ETF was a new NWAM LLC position in Q2 2026.
  • iShares US Basic Materials ETF made up 0.01% of NWAM LLC's portfolio in Q2 2026, its #635 holding.
  • NWAM LLC first reported a position in iShares US Basic Materials ETF in Q2 2013 and has held it in 29 quarters since.
  • NWAM LLC's iShares US Basic Materials ETF position peaked at $1.46M in Q2 2015.
  • 272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.