Private Trust Company’s iShares US Basic Materials ETF IYM Stock Holding History

Private Trust Company’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 Q1	$17.6K	Buy	100 +30	+43%	+$5.25K	﹤0.01%	1752
2025 Q4	$10.8K	Hold	70	–	–	﹤0.01%	1905
2025 Q3	$10.4K	Hold	70	–	–	﹤0.01%	1894
2025 Q2	$9.8K	Hold	70	–	–	﹤0.01%	1829
2025 Q1	$9.44K	Hold	70	–	–	﹤0.01%	1817
2024 Q4	$9.1K	Hold	70	–	–	﹤0.01%	1782
2024 Q3	$10.5K	Sell	70 -15	-18%	-$2.14K	﹤0.01%	1703
2024 Q2	$11.9K	Hold	85	–	–	﹤0.01%	1629
2024 Q1	$12.6K	Hold	85	–	–	﹤0.01%	1586
2023 Q4	$11.7K	Sell	85 -15	-15%	-$1.93K	﹤0.01%	1595
2023 Q3	$12.6K	Sell	100 -293	-75%	-$38.7K	﹤0.01%	1515
2023 Q2	$52.3K	Sell	393 -369	-48%	-$47.5K	0.01%	1013
2023 Q1	$101K	Hold	762	–	–	0.01%	763
2022 Q4	$95K	Buy	762 +30	+4%	+$3.69K	0.01%	749
2022 Q3	$79K	Hold	732	–	–	0.01%	745
2022 Q2	$86K	Buy	+732	New	+$101K	0.01%	738

Other funds holding IYM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

Private Trust Company's IYM Position: Q1 2026 in Review

Private Trust Company increased its iShares US Basic Materials ETF (IYM) stake by 43% in Q1 2026, buying an estimated $5.25K and bringing the position to 100 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1752.

Private Trust Company first reported a position in IYM in Q2 2022 and has held it in 16 quarters since. The position peaked at $101K in Q1 2023. 246 funds tracked by Wall St. Rank hold IYM as of Q1 2026.

Private Trust Company held 100 shares of iShares US Basic Materials ETF worth $17.6K as of Q1 2026.
Private Trust Company bought 30 iShares US Basic Materials ETF shares in Q1 2026, an estimated $5.25K.
iShares US Basic Materials ETF made up ﹤0.01% of Private Trust Company's portfolio in Q1 2026, its #1752 holding.
Private Trust Company first reported a position in iShares US Basic Materials ETF in Q2 2022 and has held it in 16 quarters since.
Private Trust Company's iShares US Basic Materials ETF position peaked at $101K in Q1 2023.
246 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2026.

Based on Private Trust Company's 13F filing for Q1 2026, filed 30 Apr 2026.