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Private Advisor Group’s iShares US Basic Materials ETF IYM Stock Holding History

Private Advisor 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 		$1.32M Sell
7,359
-582
-7% -$107K 0.01% 1221
2026
Q1 		$1.4M Sell
7,941
-5,127
-39% -$897K 0.01% 1222
2025
Q4 		$2.01M Buy
13,068
+10,526
+414% +$1.56M 0.01% 1038
2025
Q3 		$377K Sell
2,542
-51
-2% -$7.45K ﹤0.01% 1937
2025
Q2 		$363K Sell
2,593
-46
-2% -$6.11K ﹤0.01% 1862
2025
Q1 		$356K Buy
2,639
+59
+2% +$8.04K ﹤0.01% 1775
2024
Q4 		$335K Sell
2,580
-2,134
-45% -$308K ﹤0.01% 1797
2024
Q3 		$708K Buy
4,714
+1,362
+41% +$194K ﹤0.01% 1435
2024
Q2 		$469K Sell
3,352
-56
-2% -$8.05K ﹤0.01% 1598
2024
Q1 		$503K Sell
3,408
-251
-7% -$34.5K ﹤0.01% 1515
2023
Q4 		$506K Buy
3,659
+498
+16% +$63.9K ﹤0.01% 1466
2023
Q3 		$399K Buy
3,161
+20
+0.6% +$2.64K ﹤0.01% 1481
2023
Q2 		$418K Sell
3,141
-20,340
-87% -$2.62M ﹤0.01% 1452
2023
Q1 		$3.11M Buy
23,481
+16,966
+260% +$2.26M 0.03% 533
2022
Q4 		$391K Buy
6,515
+611
+10% +$75.1K 0.02% 660
2022
Q3 		$639K Sell
5,904
-1,184
-17% -$142K 0.01% 1123
2022
Q2 		$835K Sell
7,088
-20,576
-74% -$2.84M 0.01% 1156
2022
Q1 		$4.14M Sell
27,664
-756
-3% -$104K 0.03% 517
2021
Q4 		$3.98M Buy
28,420
+17,766
+167% +$2.39M 0.03% 539
2021
Q3 		$1.33M Buy
10,654
+3,511
+49% +$458K 0.01% 1070
2021
Q2 		$931K Buy
7,143
+3,381
+90% +$452K 0.01% 1098
2021
Q1 		$472K Sell
3,762
-27,888
-88% -$3.33M ﹤0.01% 1332
2020
Q4 		$3.59M Buy
31,650
+1,983
+7% +$211K 0.04% 440
2020
Q3 		$2.93M Buy
29,667
+27,434
+1,229% +$2.69M 0.04% 425
2020
Q2 		$199K Buy
+2,233
New +$185K ﹤0.01% 1368
2020
Q1 		– Sell
-2,751
Closed -$269K – 1548
2019
Q4 		$269K Sell
2,751
-405
-13% -$38.1K ﹤0.01% 1327
2019
Q3 		$291K Sell
3,156
-1,425
-31% -$131K ﹤0.01% 1310
2019
Q2 		$435K Sell
4,581
-21,457
-82% -$1.97M 0.01% 1110
2019
Q1 		$2.38M Sell
26,038
-974
-4% -$87.4K 0.05% 390
2018
Q4 		$2.27M Sell
27,012
-2,212
-8% -$198K 0.05% 337
2018
Q3 		$2.88M Buy
29,224
+13,804
+90% +$1.39M 0.06% 324
2018
Q2 		$1.52M Sell
15,420
-58,280
-79% -$5.83M 0.02% 363
2018
Q1 		$7.08M Buy
73,700
+56,584
+331% +$5.8M 0.28% 80
2017
Q4 		$1.81M Sell
17,116
-42,593
-71% -$4.23M 0.08% 263
2017
Q3 		$5.83M Buy
59,709
+24,565
+70% +$2.27M 0.14% 155
2017
Q2 		$3.18M Sell
35,144
-3,191
-8% -$284K 0.09% 238
2017
Q1 		$3.41M Buy
38,335
+12,677
+49% +$1.11M 0.1% 222
2016
Q4 		$2.2M Buy
25,658
+1,390
+6% +$112K 0.07% 274
2016
Q3 		$1.88M Buy
24,268
+3,750
+18% +$297K 0.08% 262
2016
Q2 		$1.53M Buy
20,518
+14,272
+228% +$1.09M 0.06% 298
2016
Q1 		$458K Buy
6,246
+2,098
+51% +$141K 0.02% 609
2015
Q4 		$293K Buy
+4,148
New +$299K 0.01% 791
2015
Q3 		– Sell
-9,977
Closed -$804K – 1089
2015
Q2 		$804K Sell
9,977
-100
-1% -$8.41K 0.04% 443
2015
Q1 		$825K Sell
10,077
-5,332
-35% -$442K 0.05% 407
2014
Q4 		$1.27M Sell
15,409
-8,454
-35% -$703K 0.08% 291
2014
Q3 		$2.05M Buy
23,863
+9,729
+69% +$853K 0.14% 160
2014
Q2 		$1.24M Buy
14,134
+463
+3% +$39.4K 0.11% 228
2014
Q1 		$1.14M Buy
13,671
+10,862
+387% +$879K 0.12% 208
2013
Q4 		$229K Buy
+2,809
New +$218K 0.03% 610

Other funds holding IYM

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
Sumitomo Mitsui Trust Group
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Private Advisor Group's IYM Position: Q2 2026 in Review

Private Advisor Group reduced its iShares US Basic Materials ETF (IYM) stake by 7.3% in Q2 2026, selling an estimated $107K and leaving 7,359 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #1221.

Private Advisor Group first reported a position in IYM in Q4 2013 and has held it in 49 quarters since. The position peaked at $7.08M in Q1 2018. 113 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Private Advisor Group held 7,359 shares of iShares US Basic Materials ETF worth $1.32M as of Q2 2026.
  • Private Advisor Group sold 582 iShares US Basic Materials ETF shares in Q2 2026, an estimated $107K.
  • iShares US Basic Materials ETF made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #1221 holding.
  • Private Advisor Group first reported a position in iShares US Basic Materials ETF in Q4 2013 and has held it in 49 quarters since.
  • Private Advisor Group's iShares US Basic Materials ETF position peaked at $7.08M in Q1 2018.
  • 113 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.