P
IYM icon

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

&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 		$1.15M Sell
6,518
-534
-8% -$93.4K 0.01% 1221
2025
Q4 		$1.08M Buy
7,052
+260
+4% +$38.5K 0.01% 1176
2025
Q3 		$1.01M Sell
6,792
-107
-2% -$15.6K 0.01% 1082
2025
Q2 		$961K Sell
6,899
-370
-5% -$49.1K 0.01% 1002
2025
Q1 		$975K Sell
7,269
-1,555
-18% -$212K 0.01% 846
2024
Q4 		$1.13M Buy
8,824
+4,554
+107% +$658K 0.01% 720
2024
Q3 		$641K Sell
4,270
-1,058
-20% -$151K 0.01% 754
2024
Q2 		$746K Buy
5,328
+1,472
+38% +$212K 0.03% 417
2024
Q1 		$570K Buy
+3,856
New +$529K 0.08% 244

Other funds holding IYM

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CB
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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