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

Sequoia 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
2026
Q2 		$301K Buy
1,675
+6
+0.4% +$1.1K ﹤0.01% 1669
2026
Q1 		$294K Hold
1,669
– – ﹤0.01% 1586
2025
Q4 		$257K Sell
1,669
-36
-2% -$5.33K ﹤0.01% 1652
2025
Q3 		$253K Hold
1,705
– – ﹤0.01% 1485
2025
Q2 		$239K Sell
1,705
-365
-18% -$48.5K ﹤0.01% 1389
2025
Q1 		$279K Buy
+2,070
New +$282K ﹤0.01% 1097

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

Sequoia Financial Advisors's IYM Position: Q2 2026 in Review

Sequoia Financial Advisors increased its iShares US Basic Materials ETF (IYM) stake by 0.36% in Q2 2026, buying an estimated $1.1K and bringing the position to 1,675 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #1669.

Sequoia Financial Advisors first reported a position in IYM in Q1 2025 and has held it in 6 quarters since. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Sequoia Financial Advisors held 1,675 shares of iShares US Basic Materials ETF worth $301K as of Q2 2026.
  • Sequoia Financial Advisors bought 6 iShares US Basic Materials ETF shares in Q2 2026, an estimated $1.1K.
  • iShares US Basic Materials ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1669 holding.
  • Sequoia Financial Advisors first reported a position in iShares US Basic Materials ETF in Q1 2025 and has held it in 6 quarters since.
  • 272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.