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Roman Butler Fullerton & Co’s iShares US Basic Materials ETF IYM Stock Holding History

Roman Butler Fullerton & Co’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 		– Sell
-1,379
Closed -$254K – 293
2026
Q1 		$254K Buy
+1,379
New +$241K 0.07% 246

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

Roman Butler Fullerton & Co's IYM Position: Q2 2026 in Review

Roman Butler Fullerton & Co sold out of iShares US Basic Materials ETF (IYM) in Q2 2026, closing a stake of 1,379 shares — an estimated $254K sold.

Roman Butler Fullerton & Co first reported a position in IYM in Q1 2026 and held it in 1 quarter. The position peaked at $254K in Q1 2026. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Roman Butler Fullerton & Co reported no remaining iShares US Basic Materials ETF position as of Q2 2026 after selling out during the quarter.
  • Roman Butler Fullerton & Co sold 1,379 iShares US Basic Materials ETF shares in Q2 2026, an estimated $254K.
  • Roman Butler Fullerton & Co first reported a position in iShares US Basic Materials ETF in Q1 2026 and held it in 1 quarter.
  • Roman Butler Fullerton & Co's iShares US Basic Materials ETF position peaked at $254K in Q1 2026.
  • 272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q2 2026, filed 6 Aug 2026.