Prospera Financial Services
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Prospera Financial Services’s iShares US Basic Materials ETF IYM Stock Holding History

Prospera Financial Services’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
Q3 		$1.17M Buy
+6,508
New +$1.2M 0.02% 769
2024
Q4 		– Sell
-8,739
Closed -$1.31M – 1161
2024
Q3 		$1.31M Buy
8,739
+2,263
+35% +$323K 0.03% 440
2024
Q2 		$907K Buy
6,476
+339
+6% +$48.8K 0.03% 529
2024
Q1 		$907K Buy
6,137
+2,994
+95% +$411K 0.03% 525
2023
Q4 		$434K Buy
+3,143
New +$403K 0.01% 710
2023
Q1 		– Sell
-55,555
Closed -$6.93M – 981
2022
Q4 		$6.93M Buy
+55,555
New +$6.83M 0.35% 71
2022
Q3 		– Sell
-36,251
Closed -$4.27M – 1226
2022
Q2 		$4.27M Buy
36,251
+29,892
+470% +$4.13M 0.22% 99
2022
Q1 		$951K Buy
6,359
+953
+18% +$132K 0.04% 438
2021
Q4 		$758K Buy
5,406
+471
+10% +$63.4K 0.03% 467
2021
Q3 		$615K Sell
4,935
-20,780
-81% -$2.71M 0.03% 478
2021
Q2 		$3.35M Buy
25,715
+20,219
+368% +$2.7M 0.17% 155
2021
Q1 		$690K Buy
5,496
+670
+14% +$80K 0.04% 420
2020
Q4 		$547K Buy
4,826
+4,490
+1,336% +$478K 0.04% 404
2020
Q3 		$33K Buy
+336
New +$33K 0.01% 754
2018
Q2 		– Sell
-6,478
Closed -$622K – 465
2018
Q1 		$622K Buy
+6,478
New +$664K 0.09% 203

Other funds holding IYM

AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Summit Financial Consulting
Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
Conservest Capital Advisors
Conservest Capital Advisors Wynnewood, Pennsylvania $1.28B AUM 17.34% 1-Year Est. Return
Three Seasons Wealth
Three Seasons Wealth Salt Lake City, Utah $1.12B AUM 34.1% 1-Year Est. Return
Financial Planning Fort Collins
Financial Planning Fort Collins Fort Collins, Colorado $137M AUM 12.62% 1-Year Est. Return

Prospera Financial Services's IYM Position: Q3 2026 in Review

Prospera Financial Services opened a new position in iShares US Basic Materials ETF (IYM) in Q3 2026: 6,508 shares worth $1.17M. The stake represents 0.02% of the portfolio and ranks #769 among its holdings. This is a return to the name: Prospera Financial Services previously reported a position in IYM as recently as Q3 2024.

Prospera Financial Services first reported a position in IYM in Q1 2018 and has held it in 15 quarters since. The position peaked at $6.93M in Q4 2022. 134 funds tracked by Wall St. Rank hold IYM as of Q3 2026.

  • Prospera Financial Services held 6,508 shares of iShares US Basic Materials ETF worth $1.17M as of Q3 2026.
  • iShares US Basic Materials ETF was a new Prospera Financial Services position in Q3 2026.
  • iShares US Basic Materials ETF made up 0.02% of Prospera Financial Services's portfolio in Q3 2026, its #769 holding.
  • Prospera Financial Services first reported a position in iShares US Basic Materials ETF in Q1 2018 and has held it in 15 quarters since.
  • Prospera Financial Services's iShares US Basic Materials ETF position peaked at $6.93M in Q4 2022.
  • 134 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.