&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 Q2	$1.14M	Sell	6,351 -167	-3%	-$30.6K	﹤0.01%	1341
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

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

&Partners's IYM Position: Q2 2026 in Review

&Partners reduced its iShares US Basic Materials ETF (IYM) stake by 2.6% in Q2 2026, selling an estimated $30.6K and leaving 6,351 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1341.

&Partners first reported a position in IYM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.15M in Q1 2026. 273 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

&Partners held 6,351 shares of iShares US Basic Materials ETF worth $1.14M as of Q2 2026.
&Partners sold 167 iShares US Basic Materials ETF shares in Q2 2026, an estimated $30.6K.
iShares US Basic Materials ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1341 holding.
&Partners first reported a position in iShares US Basic Materials ETF in Q1 2024 and has held it in 10 quarters since.
&Partners's iShares US Basic Materials ETF position peaked at $1.15M in Q1 2026.
273 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.