Silver Oak Securities’s iShares US Basic Materials ETF IYM Stock Holding History

Silver Oak Securities’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 Q3	$256K	Buy	+1,424	New	+$262K	0.02%	701

Other funds holding IYM

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

Conservest Capital Advisors Wynnewood, Pennsylvania $1.28B AUM 17.34% 1-Year Est. Return

Three Seasons Wealth Salt Lake City, Utah $1.12B AUM 34.1% 1-Year Est. Return

Silver Oak Securities's IYM Position: Q3 2026 in Review

Silver Oak Securities opened a new position in iShares US Basic Materials ETF (IYM) in Q3 2026: 1,424 shares worth $256K. The stake represents 0.02% of the portfolio and ranks #701 among its holdings.

151 funds tracked by Wall St. Rank hold IYM as of Q3 2026.

Silver Oak Securities held 1,424 shares of iShares US Basic Materials ETF worth $256K as of Q3 2026.
iShares US Basic Materials ETF was a new Silver Oak Securities position in Q3 2026.
iShares US Basic Materials ETF made up 0.02% of Silver Oak Securities's portfolio in Q3 2026, its #701 holding.
151 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2026.

Based on Silver Oak Securities's 13F filing for Q3 2026, filed 9 Nov 2026.