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Retirement Planning Group (Kansas)’s iShares US Basic Materials ETF IYM Stock Holding History

Retirement Planning Group (Kansas)’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
Q2 		$250K Sell
1,390
-463
-25% -$84.8K 0.01% 476
2026
Q1 		$326K Sell
1,853
-57
-3% -$9.97K 0.01% 375
2025
Q4 		$294K Buy
1,910
+163
+9% +$24.1K 0.01% 341
2025
Q3 		$259K Buy
+1,747
New +$255K 0.01% 351
2023
Q4 		– Sell
-1,646
Closed -$208K – 190
2023
Q3 		$208K Buy
+1,646
New +$218K 0.02% 155

Other funds holding IYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $331M AUM 81.85% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Retirement Planning Group (Kansas)'s IYM Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its iShares US Basic Materials ETF (IYM) stake by 25% in Q2 2026, selling an estimated $84.8K and leaving 1,390 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #476.

Retirement Planning Group (Kansas) first reported a position in IYM in Q3 2023 and has held it in 5 quarters since. The position peaked at $326K in Q1 2026. 273 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Retirement Planning Group (Kansas) held 1,390 shares of iShares US Basic Materials ETF worth $250K as of Q2 2026.
  • Retirement Planning Group (Kansas) sold 463 iShares US Basic Materials ETF shares in Q2 2026, an estimated $84.8K.
  • iShares US Basic Materials ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #476 holding.
  • Retirement Planning Group (Kansas) first reported a position in iShares US Basic Materials ETF in Q3 2023 and has held it in 5 quarters since.
  • Retirement Planning Group (Kansas)'s iShares US Basic Materials ETF position peaked at $326K in Q1 2026.
  • 273 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.