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

Rise 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
Q3 		– Sell
-10
Closed -$1.41K – 1570
2025
Q2 		$1.41K Buy
+10
New +$1.33K ﹤0.01% 1233

Other funds holding IYM

PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Rise Advisors's IYM Position: Q3 2025 in Review

Rise Advisors sold out of iShares US Basic Materials ETF (IYM) in Q3 2025, closing a stake of 10 shares — an estimated $1.41K sold.

Rise Advisors first reported a position in IYM in Q2 2025 and held it in 1 quarter. The position peaked at $1.41K in Q2 2025. 181 funds tracked by Wall St. Rank hold IYM as of Q3 2025.

  • Rise Advisors reported no remaining iShares US Basic Materials ETF position as of Q3 2025 after selling out during the quarter.
  • Rise Advisors sold 10 iShares US Basic Materials ETF shares in Q3 2025, an estimated $1.41K.
  • Rise Advisors first reported a position in iShares US Basic Materials ETF in Q2 2025 and held it in 1 quarter.
  • Rise Advisors's iShares US Basic Materials ETF position peaked at $1.41K in Q2 2025.
  • 181 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2025.

Based on Rise Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.