Sharp Financial Services’s iShares US Basic Materials ETF IYM Stock Holding History

Sharp Financial Services’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	$7.1M	Buy	+39,548	New	+$7.24M	3.29%	11

Other funds holding IYM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Financial Planning Fort Collins Fort Collins, Colorado $132M AUM

Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Counterweight Ventures Wilmington, North Carolina $201M AUM 35.56% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Sharp Financial Services's IYM Position: Q2 2026 in Review

Sharp Financial Services opened a new position in iShares US Basic Materials ETF (IYM) in Q2 2026: 39,548 shares worth $7.1M. The stake represents 3.29% of the portfolio and ranks #11 among its holdings.

74 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

Sharp Financial Services held 39,548 shares of iShares US Basic Materials ETF worth $7.1M as of Q2 2026.
iShares US Basic Materials ETF was a new Sharp Financial Services position in Q2 2026.
iShares US Basic Materials ETF made up 3.29% of Sharp Financial Services's portfolio in Q2 2026, its #11 holding.
74 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.