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Oppenheimer & Co’s iShares US Basic Materials ETF IYM Stock Holding History

Oppenheimer & Co’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 Hold
1,316
– – ﹤0.01% 1584
2026
Q1 		$232K Buy
+1,316
New +$230K ﹤0.01% 1501
2024
Q4 		– Sell
-1,336
Closed -$201K – 1606
2024
Q3 		$201K Sell
1,336
-102
-7% -$14.6K ﹤0.01% 1403
2024
Q2 		$201K Sell
1,438
-10
-0.7% -$1.44K ﹤0.01% 1337
2024
Q1 		$214K Buy
+1,448
New +$199K ﹤0.01% 1314
2023
Q2 		– Sell
-1,914
Closed -$254K – 1450
2023
Q1 		$254K Hold
1,914
– – 0.01% 1180
2022
Q4 		$239K Hold
1,914
– – 0.01% 1173
2022
Q3 		$207K Sell
1,914
-50
-3% -$5.99K ﹤0.01% 1220
2022
Q2 		$231K Sell
1,964
-67
-3% -$9.26K 0.01% 1202
2022
Q1 		$304K Buy
2,031
+2
+0.1% +$276 0.01% 1195
2021
Q4 		$284K Buy
2,029
+4
+0.2% +$539 0.01% 1250
2021
Q3 		$252K Sell
2,025
-50
-2% -$6.52K ﹤0.01% 1295
2021
Q2 		$270K Hold
2,075
– – ﹤0.01% 1291
2021
Q1 		$261K Hold
2,075
– – 0.01% 1242
2020
Q4 		$235K Hold
2,075
– – 0.01% 1181
2020
Q3 		$205K Buy
+2,075
New +$204K 0.01% 1146
2020
Q1 		– Sell
-2,175
Closed -$213K – 1262
2019
Q4 		$213K Hold
2,175
– – 0.01% 1154
2019
Q3 		$201K Hold
2,175
– – 0.01% 1140
2019
Q2 		$207K Sell
2,175
-400
-16% -$36.7K 0.01% 1175
2019
Q1 		$235K Hold
2,575
– – 0.01% 1148
2018
Q4 		$216K Hold
2,575
– – 0.01% 1075
2018
Q3 		$253K Sell
2,575
-70
-3% -$7.04K 0.01% 1134
2018
Q2 		$262K Sell
2,645
-992
-27% -$99.2K 0.01% 1116
2018
Q1 		$349K Sell
3,637
-20
-0.5% -$2.05K 0.01% 991
2017
Q4 		$374K Buy
3,657
+500
+16% +$49.6K 0.01% 971
2017
Q3 		$302K Hold
3,157
– – 0.01% 1032
2017
Q2 		$282K Sell
3,157
-323
-9% -$28.7K 0.01% 1044
2017
Q1 		$310K Buy
3,480
+252
+8% +$22.1K 0.01% 984
2016
Q4 		$268K Sell
3,228
-161
-5% -$13K 0.01% 1043
2016
Q3 		$268K Buy
3,389
+580
+21% +$46K 0.01% 1035
2016
Q2 		$213K Buy
2,809
+9
+0.3% +$687 0.01% 1075
2016
Q1 		$205K Buy
+2,800
New +$188K 0.01% 1092
2015
Q3 		– Sell
-2,845
Closed -$229K – 1413
2015
Q2 		$229K Hold
2,845
– – 0.01% 1223
2015
Q1 		$233K Hold
2,845
– – 0.01% 1220
2014
Q4 		$235K Hold
2,845
– – 0.01% 1134
2014
Q3 		$245K Sell
2,845
-400
-12% -$35.1K 0.01% 1157
2014
Q2 		$284K Sell
3,245
-847
-21% -$72K 0.01% 1083
2014
Q1 		$340K Buy
4,092
+9
+0.2% +$728 0.01% 990
2013
Q4 		$333K Buy
+4,083
New +$317K 0.01% 970

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

Oppenheimer & Co's IYM Position: Q2 2026 in Review

Oppenheimer & Co held its iShares US Basic Materials ETF (IYM) position steady in Q2 2026 at 1,316 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #1584.

Oppenheimer & Co first reported a position in IYM in Q4 2013 and has held it in 39 quarters since. The position peaked at $374K in Q4 2017. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Oppenheimer & Co held 1,316 shares of iShares US Basic Materials ETF worth $236K as of Q2 2026.
  • Oppenheimer & Co left its iShares US Basic Materials ETF share count unchanged in Q2 2026.
  • iShares US Basic Materials ETF made up ﹤0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #1584 holding.
  • Oppenheimer & Co first reported a position in iShares US Basic Materials ETF in Q4 2013 and has held it in 39 quarters since.
  • Oppenheimer & Co's iShares US Basic Materials ETF position peaked at $374K in Q4 2017.
  • 272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.