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Sachetta’s iShares US Basic Materials ETF IYM Stock Holding History

Sachetta’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 		$34.6K Sell
193
-318
-62% -$58.2K 0.02% 234
2026
Q1 		$89.9K Sell
511
-1,746
-77% -$305K 0.05% 148
2025
Q4 		$347K Sell
2,257
-503
-18% -$74.5K 0.19% 69
2025
Q3 		$409K Sell
2,760
-2,150
-44% -$314K 0.15% 106
2025
Q2 		$687K Sell
4,910
-16,889
-77% -$2.24M 0.27% 75
2025
Q1 		$2.94M Sell
21,799
-22,135
-50% -$3.02M 1.2% 17
2024
Q4 		$5.71M Sell
43,934
-172
-0.4% -$24.9K 2.25% 7
2024
Q3 		$6.62M Buy
44,106
+1,370
+3% +$196K 2.62% 7
2024
Q2 		$6.1M Buy
42,736
+7,838
+22% +$1.13M 2.66% 7
2024
Q1 		$4.82M Hold
34,898
– – 2.29% 6
2023
Q4 		$4.82M Buy
+34,898
New +$4.48M 2.29% 6

Other funds holding IYM

CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FPFC
Financial Planning Fort Collins Fort Collins, Colorado $132M AUM
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sachetta's IYM Position: Q2 2026 in Review

Sachetta reduced its iShares US Basic Materials ETF (IYM) stake by 62% in Q2 2026, selling an estimated $58.2K and leaving 193 shares worth $34.6K. The position accounts for 0.02% of the portfolio, ranked #234.

Sachetta first reported a position in IYM in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.62M in Q3 2024. 34 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Sachetta held 193 shares of iShares US Basic Materials ETF worth $34.6K as of Q2 2026.
  • Sachetta sold 318 iShares US Basic Materials ETF shares in Q2 2026, an estimated $58.2K.
  • iShares US Basic Materials ETF made up 0.02% of Sachetta's portfolio in Q2 2026, its #234 holding.
  • Sachetta first reported a position in iShares US Basic Materials ETF in Q4 2023 and has held it in 11 quarters since.
  • Sachetta's iShares US Basic Materials ETF position peaked at $6.62M in Q3 2024.
  • 34 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.