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 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

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

Pathway Financial Advisors's IYM Position: Q2 2026 in Review

Pathway Financial Advisors reduced its iShares US Basic Materials ETF (IYM) stake by 3.9% in Q2 2026, selling an estimated $79.7K and leaving 10,642 shares worth $1.94M. The position accounts for 0.23% of the portfolio, ranked #47.

Pathway Financial Advisors first reported a position in IYM in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.98M in Q1 2026. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

Pathway Financial Advisors held 10,642 shares of iShares US Basic Materials ETF worth $1.94M as of Q2 2026.
Pathway Financial Advisors sold 435 iShares US Basic Materials ETF shares in Q2 2026, an estimated $79.7K.
iShares US Basic Materials ETF made up 0.23% of Pathway Financial Advisors's portfolio in Q2 2026, its #47 holding.
Pathway Financial Advisors first reported a position in iShares US Basic Materials ETF in Q4 2017 and has held it in 33 quarters since.
Pathway Financial Advisors's iShares US Basic Materials ETF position peaked at $1.98M in Q1 2026.
272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.