Register Financial Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2	Closed	-$296	–	361
2025 Q3	$296	Hold	2	–	–	﹤0.01%	338
2025 Q2	$280	Hold	2	–	–	﹤0.01%	335
2025 Q1	$270	Hold	2	–	–	﹤0.01%	304
2024 Q4	$260	Hold	2	–	–	﹤0.01%	295
2024 Q3	$300	Hold	2	–	–	﹤0.01%	297
2024 Q2	$280	Hold	2	–	–	﹤0.01%	718
2024 Q1	$295	Hold	2	–	–	﹤0.01%	727
2023 Q4	$276	Hold	2	–	–	﹤0.01%	291
2023 Q3	$253	Hold	2	–	–	﹤0.01%	580
2023 Q2	$266	Hold	2	–	–	﹤0.01%	536
2023 Q1	$265	Buy	+2	New	+$266	﹤0.01%	536

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

Register Financial Advisors's IYM Position: Q4 2025 in Review

Register Financial Advisors sold out of iShares US Basic Materials ETF (IYM) in Q4 2025, closing a stake of 2 shares — an estimated $296 sold.

Register Financial Advisors first reported a position in IYM in Q1 2023 and held it in 11 quarters. The position peaked at $300 in Q3 2024. 200 funds tracked by Wall St. Rank hold IYM as of Q4 2025.

Register Financial Advisors reported no remaining iShares US Basic Materials ETF position as of Q4 2025 after selling out during the quarter.
Register Financial Advisors sold 2 iShares US Basic Materials ETF shares in Q4 2025, an estimated $296.
Register Financial Advisors first reported a position in iShares US Basic Materials ETF in Q1 2023 and held it in 11 quarters.
Register Financial Advisors's iShares US Basic Materials ETF position peaked at $300 in Q3 2024.
200 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2025.

Based on Register Financial Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.