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

Register Financial Advisors’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 		– 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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return