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Picton Mahoney Asset Management’s iShares US Basic Materials ETF IYM Stock Holding History

Picton Mahoney Asset Management’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 		$233K Hold
1,300
– – ﹤0.01% 868
2026
Q1 		$229K Buy
1,300
+200
+18% +$35K ﹤0.01% 835
2025
Q4 		$169K Sell
1,100
-200
-15% -$29.6K ﹤0.01% 817
2025
Q3 		$193K Buy
1,300
+300
+30% +$43.8K ﹤0.01% 666
2025
Q2 		$140K Buy
1,000
+100
+11% +$13.3K ﹤0.01% 606
2025
Q1 		$121K Buy
900
+100
+13% +$13.6K ﹤0.01% 425
2024
Q4 		$104K Sell
800
-900
-53% -$130K ﹤0.01% 371
2024
Q3 		$256K Sell
1,700
-2,200
-56% -$314K 0.01% 312
2024
Q2 		$550K Sell
3,900
-800
-17% -$115K 0.02% 245
2024
Q1 		$694K Buy
4,700
+2,400
+104% +$330K 0.02% 232
2023
Q4 		$318K Buy
2,300
+1,340
+140% +$172K 0.01% 286
2023
Q3 		$121K Buy
+960
New +$127K ﹤0.01% 292

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

Picton Mahoney Asset Management's IYM Position: Q2 2026 in Review

Picton Mahoney Asset Management held its iShares US Basic Materials ETF (IYM) position steady in Q2 2026 at 1,300 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

Picton Mahoney Asset Management first reported a position in IYM in Q3 2023 and has held it in 12 quarters since. The position peaked at $694K in Q1 2024. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Picton Mahoney Asset Management held 1,300 shares of iShares US Basic Materials ETF worth $233K as of Q2 2026.
  • Picton Mahoney Asset Management left its iShares US Basic Materials ETF share count unchanged in Q2 2026.
  • iShares US Basic Materials ETF made up ﹤0.01% of Picton Mahoney Asset Management's portfolio in Q2 2026, its #868 holding.
  • Picton Mahoney Asset Management first reported a position in iShares US Basic Materials ETF in Q3 2023 and has held it in 12 quarters since.
  • Picton Mahoney Asset Management's iShares US Basic Materials ETF position peaked at $694K in Q1 2024.
  • 272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.