PS
IYM icon

Principal Securities’s iShares US Basic Materials ETF IYM Stock Holding History

Principal Securities’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
2025
Q3 		– Sell
-100
Closed -$14K – 3793
2025
Q2 		$14K Sell
100
-1,338
-93% -$178K ﹤0.01% 2481
2025
Q1 		$187K Hold
1,438
– – ﹤0.01% 1160
2024
Q4 		$187K Buy
1,438
+10
+0.7% +$1.45K ﹤0.01% 1160
2024
Q3 		$214K Buy
1,428
+22
+2% +$3.14K 0.01% 1075
2024
Q2 		$197K Hold
1,406
– – 0.01% 1043
2024
Q1 		$208K Buy
1,406
+24
+2% +$3.29K 0.01% 1006
2023
Q4 		$191K Buy
+1,382
New +$177K 0.01% 947

Other funds holding IYM

PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return