Pathway Financial Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

Pathway Financial Advisors’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 Q3	$1.78M	Sell	9,985 -657	-6%	-$121K	0.2%	51
2026 Q2	$1.94M	Sell	10,642 -435	-4%	-$79.7K	0.23%	47
2026 Q1	$1.98M	Sell	11,077 -300	-3%	-$52.5K	0.25%	44
2025 Q4	$1.86M	Sell	11,377 -485	-4%	-$71.8K	0.23%	43
2025 Q3	$1.76M	Sell	11,862 -310	-3%	-$45.3K	0.23%	44
2025 Q2	$1.7M	Sell	12,172 -76	-0.6%	-$10.1K	0.25%	44
2025 Q1	$1.65M	Hold	12,248	–	–	0.3%	41
2024 Q4	$1.59M	Hold	12,248	–	–	0.37%	38
2024 Q3	$1.84M	Hold	12,248	–	–	0.47%	33
2024 Q2	$1.71M	Sell	12,248 -725	-6%	-$104K	0.46%	33
2024 Q1	$1.92M	Sell	12,973 -37	-0.3%	-$5.08K	0.52%	31
2023 Q4	$1.8M	Hold	13,010	–	–	0.52%	29
2023 Q3	$1.64M	Hold	13,010	–	–	0.56%	27
2023 Q2	$1.73M	Buy	13,010 +185	+1%	+$23.8K	0.56%	27
2023 Q1	$1.7M	Hold	12,825	–	–	0.57%	26
2022 Q4	$1.6M	Hold	12,825	–	–	0.49%	25
2022 Q3	$1.39M	Buy	12,825 +265	+2%	+$31.8K	0.48%	30
2022 Q2	$1.48M	Hold	12,560	–	–	0.62%	29
2022 Q1	$1.88M	Hold	12,560	–	–	0.7%	21
2021 Q4	$1.65M	Buy	+12,560	New	+$1.69M	0.59%	26
2021 Q1	$1.76M	Hold	12,870	–	–	0.7%	24
2020 Q4	$1.49M	Hold	12,870	–	–	0.62%	27
2020 Q3	$1.25M	Sell	12,870 -419	-3%	-$41.1K	0.48%	28
2020 Q2	$1.19M	Sell	13,289 -632	-5%	-$52.3K	0.36%	28
2020 Q1	$916K	Sell	13,921 -272	-2%	-$23.4K	0.31%	29
2019 Q4	$1.36M	Sell	14,193 -158	-1%	-$14.8K	0.38%	33
2019 Q3	$1.39M	Hold	14,351	–	–	0.4%	31
2019 Q2	$1.36M	Hold	14,351	–	–	0.4%	32
2019 Q1	$1.31M	Sell	14,351 -5,631	-28%	-$505K	0.41%	32
2018 Q4	$1.68M	Hold	19,982	–	–	0.94%	22
2018 Q3	$1.73M	Buy	19,982 +12,217	+157%	+$1.23M	0.96%	22
2018 Q2	$769K	Hold	7,765	–	–	0.45%	32
2018 Q1	$746K	Hold	7,765	–	–	0.44%	33
2017 Q4	$794K	Buy	+7,765	New	+$771K	0.46%	32

Other funds holding IYM

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Pathway Financial Advisors's IYM Position: Q3 2026 in Review

Pathway Financial Advisors reduced its iShares US Basic Materials ETF (IYM) stake by 6.2% in Q3 2026, selling an estimated $121K and leaving 9,985 shares worth $1.78M. The position accounts for 0.2% of the portfolio, ranked #51.

Pathway Financial Advisors first reported a position in IYM in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.98M in Q1 2026. 12 funds tracked by Wall St. Rank hold IYM as of Q3 2026.

Pathway Financial Advisors held 9,985 shares of iShares US Basic Materials ETF worth $1.78M as of Q3 2026.
Pathway Financial Advisors sold 657 iShares US Basic Materials ETF shares in Q3 2026, an estimated $121K.
iShares US Basic Materials ETF made up 0.2% of Pathway Financial Advisors's portfolio in Q3 2026, its #51 holding.
Pathway Financial Advisors first reported a position in iShares US Basic Materials ETF in Q4 2017 and has held it in 34 quarters since.
Pathway Financial Advisors's iShares US Basic Materials ETF position peaked at $1.98M in Q1 2026.
12 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2026.

Based on Pathway Financial Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.