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Patriot Investment Management Group’s iShares US Basic Materials ETF IYM Stock Holding History

Patriot Investment Management Group’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 		$428K Hold
2,383
– – 0.02% 176
2026
Q1 		$419K Hold
2,383
– – 0.03% 172
2025
Q4 		$367K Hold
2,383
– – 0.02% 184
2025
Q3 		$353K Hold
2,383
– – 0.02% 186
2025
Q2 		$334K Hold
2,383
– – 0.02% 189
2025
Q1 		$321K Hold
2,383
– – 0.02% 191
2024
Q4 		$310K Hold
2,383
– – 0.02% 193
2024
Q3 		$358K Sell
2,383
-25
-1% -$3.57K 0.03% 186
2024
Q2 		$337K Sell
2,408
-517
-18% -$74.3K 0.03% 190
2024
Q1 		$432K Sell
2,925
-260
-8% -$35.7K 0.03% 175
2023
Q4 		$440K Sell
3,185
-143
-4% -$18.4K 0.04% 170
2023
Q3 		$420K Sell
3,328
-335
-9% -$44.3K 0.04% 168
2023
Q2 		$487K Sell
3,663
-350
-9% -$45.1K 0.04% 163
2023
Q1 		$532K Sell
4,013
-190
-5% -$25.3K 0.05% 158
2022
Q4 		$577K Sell
4,203
-884
-17% -$109K 0.05% 158
2022
Q3 		$550K Sell
5,087
-612
-11% -$73.3K 0.06% 150
2022
Q2 		$670K Sell
5,699
-122
-2% -$16.9K 0.07% 137
2022
Q1 		$870K Sell
5,821
-29
-0.5% -$4.01K 0.08% 123
2021
Q4 		$820K Sell
5,850
-45
-0.8% -$6.06K 0.07% 129
2021
Q3 		$734K Sell
5,895
-60
-1% -$7.82K 0.07% 136
2021
Q2 		$776K Hold
5,955
– – 0.07% 130
2021
Q1 		$747K Sell
5,955
-40
-0.7% -$4.78K 0.07% 130
2020
Q4 		$679K Sell
5,995
-60
-1% -$6.39K 0.1% 97
2020
Q3 		$597K Sell
6,055
-10
-0.2% -$982 0.07% 134
2020
Q2 		$541K Buy
6,065
+265
+5% +$21.9K 0.07% 140
2020
Q1 		$401K Sell
5,800
-330
-5% -$28.4K 0.06% 149
2019
Q4 		$600K Hold
6,130
– – 0.08% 133
2019
Q3 		$545K Sell
6,130
-185
-3% -$17K 0.08% 134
2019
Q2 		$599K Sell
6,315
-100
-2% -$9.18K 0.08% 128
2019
Q1 		$586K Buy
+6,415
New +$576K 0.09% 130

Other funds holding IYM

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SFS
Sharp Financial Services Horsham, Pennsylvania $216M AUM 23.88% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
FPFC
Financial Planning Fort Collins Fort Collins, Colorado $132M AUM
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Patriot Investment Management Group's IYM Position: Q2 2026 in Review

Patriot Investment Management Group held its iShares US Basic Materials ETF (IYM) position steady in Q2 2026 at 2,383 shares worth $428K. The position accounts for 0.02% of the portfolio, ranked #176.

Patriot Investment Management Group first reported a position in IYM in Q1 2019 and has held it in 30 quarters since. The position peaked at $870K in Q1 2022. 94 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Patriot Investment Management Group held 2,383 shares of iShares US Basic Materials ETF worth $428K as of Q2 2026.
  • Patriot Investment Management Group left its iShares US Basic Materials ETF share count unchanged in Q2 2026.
  • iShares US Basic Materials ETF made up 0.02% of Patriot Investment Management Group's portfolio in Q2 2026, its #176 holding.
  • Patriot Investment Management Group first reported a position in iShares US Basic Materials ETF in Q1 2019 and has held it in 30 quarters since.
  • Patriot Investment Management Group's iShares US Basic Materials ETF position peaked at $870K in Q1 2022.
  • 94 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.