Pathstone Holdings
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Pathstone Holdings’s iShares US Basic Materials ETF IYM Stock Holding History

Pathstone Holdings’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 		$541K Hold
3,015
– – ﹤0.01% 1827
2026
Q1 		$530K Hold
3,015
– – ﹤0.01% 1729
2025
Q4 		$464K Sell
3,015
-270
-8% -$40K ﹤0.01% 1777
2025
Q3 		$487K Buy
3,285
+270
+9% +$39.4K ﹤0.01% 1784
2025
Q2 		$422K Hold
3,015
– – ﹤0.01% 1791
2025
Q1 		$406K Sell
3,015
-558
-16% -$76K ﹤0.01% 1807
2024
Q4 		$464K Sell
3,573
-4
-0.1% -$578 ﹤0.01% 1753
2024
Q3 		$537K Sell
3,577
-37
-1% -$5.28K ﹤0.01% 1693
2024
Q2 		$506K Buy
3,614
+244
+7% +$35.1K ﹤0.01% 1684
2024
Q1 		$498K Sell
3,370
-7
-0.2% -$961 ﹤0.01% 1680
2023
Q4 		$467K Buy
+3,377
New +$434K ﹤0.01% 1550

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

Pathstone Holdings's IYM Position: Q2 2026 in Review

Pathstone Holdings held its iShares US Basic Materials ETF (IYM) position steady in Q2 2026 at 3,015 shares worth $541K. The position accounts for ﹤0.01% of the portfolio, ranked #1827.

Pathstone Holdings first reported a position in IYM in Q4 2023 and has held it in 11 quarters since. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Pathstone Holdings held 3,015 shares of iShares US Basic Materials ETF worth $541K as of Q2 2026.
  • Pathstone Holdings left its iShares US Basic Materials ETF share count unchanged in Q2 2026.
  • iShares US Basic Materials ETF made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1827 holding.
  • Pathstone Holdings first reported a position in iShares US Basic Materials ETF in Q4 2023 and has held it in 11 quarters since.
  • 272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.