Reflection Asset Management’s iShares US Basic Materials ETF IYM Stock Holding History

Reflection Asset Management’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 Q4	$11.6K	Buy	+73	New	+$10.8K	0.01%	453

Other funds holding IYM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Reflection Asset Management's IYM Position: Q4 2025 in Review

Reflection Asset Management opened a new position in iShares US Basic Materials ETF (IYM) in Q4 2025: 73 shares worth $11.6K. The stake represents 0.01% of the portfolio and ranks #453 among its holdings.

200 funds tracked by Wall St. Rank hold IYM as of Q4 2025.

Reflection Asset Management held 73 shares of iShares US Basic Materials ETF worth $11.6K as of Q4 2025.
iShares US Basic Materials ETF was a new Reflection Asset Management position in Q4 2025.
iShares US Basic Materials ETF made up 0.01% of Reflection Asset Management's portfolio in Q4 2025, its #453 holding.
200 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2025.

Based on Reflection Asset Management's 13F filing for Q4 2025, filed 2 Mar 2026.