Pinkerton Retirement Specialists’s iShares US Basic Materials ETF IYM Stock Holding History

Pinkerton Retirement Specialists’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	$399K	Buy	2,267 +865	+62%	+$158K	0.03%	85
2026 Q1	$216K	Buy	1,402 +90	+7%	+$15.7K	0.02%	136
2025 Q4	$202K	Buy	+1,312	New	+$194K	0.02%	138
2023 Q3	–	Sell	-109,825	Closed	-$14.6M	–	153
2023 Q2	$14.6M	Buy	109,825 +63,834	+139%	+$8.22M	2.89%	8
2023 Q1	$6.1M	Buy	+45,991	New	+$6.11M	1.14%	17
2021 Q1	–	Sell	-82,836	Closed	-$9.39M	–	99
2020 Q4	$9.39M	Buy	+82,836	New	+$8.82M	2.26%	9

Other funds holding IYM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Pinkerton Retirement Specialists's IYM Position: Q2 2026 in Review

Pinkerton Retirement Specialists increased its iShares US Basic Materials ETF (IYM) stake by 62% in Q2 2026, buying an estimated $158K and bringing the position to 2,267 shares worth $399K. The position accounts for 0.03% of the portfolio, ranked #85.

Pinkerton Retirement Specialists first reported a position in IYM in Q4 2020 and has held it in 6 quarters since. The position peaked at $14.6M in Q2 2023. 116 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

Pinkerton Retirement Specialists held 2,267 shares of iShares US Basic Materials ETF worth $399K as of Q2 2026.
Pinkerton Retirement Specialists bought 865 iShares US Basic Materials ETF shares in Q2 2026, an estimated $158K.
iShares US Basic Materials ETF made up 0.03% of Pinkerton Retirement Specialists's portfolio in Q2 2026, its #85 holding.
Pinkerton Retirement Specialists first reported a position in iShares US Basic Materials ETF in Q4 2020 and has held it in 6 quarters since.
Pinkerton Retirement Specialists's iShares US Basic Materials ETF position peaked at $14.6M in Q2 2023.
116 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Pinkerton Retirement Specialists's 13F filing for Q2 2026, filed 30 Jul 2026.