Simplex Trading
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Simplex Trading’s iShares US Basic Materials ETF IYM Stock Holding History

Simplex Trading’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
2025
Q3 		– Sell
-271
Closed -$37K – 9517
2025
Q2 		$37K Buy
271
+221
+442% +$29.3K ﹤0.01% 6209
2025
Q1 		$6K Buy
50
+10
+25% +$1.36K ﹤0.01% 7448
2024
Q4 		$5K Buy
+40
New +$5.78K ﹤0.01% 7619
2023
Q4 		– Sell
-79
Closed -$9K – 9312
2023
Q3 		$9K Buy
+79
New +$10.4K ﹤0.01% 7252
2023
Q1 		– Sell
-228
Closed -$28K – 9551
2022
Q4 		$28K Sell
228
-266
-54% -$32.7K ﹤0.01% 6543
2022
Q3 		$53K Sell
494
-1,900
-79% -$228K ﹤0.01% 6371
2022
Q2 		$281K Sell
2,394
-1,762
-42% -$244K ﹤0.01% 4176
2022
Q1 		$621K Sell
4,156
-1,463
-26% -$202K ﹤0.01% 3557
2021
Q4 		$787K Sell
5,619
-3,592
-39% -$484K ﹤0.01% 3198
2021
Q3 		$1.21M Hold
9,211
– – ﹤0.01% 2810
2021
Q2 		$1.2M Buy
+9,211
New +$1.23M ﹤0.01% 2849
2021
Q1 		– Sell
-5,101
Closed -$578K – 9376
2020
Q4 		$578K Buy
5,101
+3,867
+313% +$412K ﹤0.01% 3232
2020
Q3 		$121K Buy
+1,234
New +$121K ﹤0.01% 4683
2020
Q2 		– Sell
-4,270
Closed -$295K – 7962
2020
Q1 		$295K Buy
+4,270
New +$368K ﹤0.01% 3173
2018
Q4 		– Sell
-19
Closed -$1K – 7384
2018
Q3 		$1K Buy
+19
New +$1.91K ﹤0.01% 7194
2016
Q2 		– Sell
-773
Closed -$56K – 6113
2016
Q1 		$56K Buy
773
+92
+14% +$6.18K ﹤0.01% 1867
2015
Q4 		$48K Buy
+681
New +$49.1K ﹤0.01% 1946

Other funds holding IYM

PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Simplex Trading's IYM Position: Q3 2025 in Review

Simplex Trading sold out of iShares US Basic Materials ETF (IYM) in Q3 2025, closing a stake of 271 shares — an estimated $37K sold.

Simplex Trading first reported a position in IYM in Q4 2015 and held it in 17 quarters. The position peaked at $1.21M in Q3 2021. 181 funds tracked by Wall St. Rank hold IYM as of Q3 2025.

  • Simplex Trading reported no remaining iShares US Basic Materials ETF position as of Q3 2025 after selling out during the quarter.
  • Simplex Trading sold 271 iShares US Basic Materials ETF shares in Q3 2025, an estimated $37K.
  • Simplex Trading first reported a position in iShares US Basic Materials ETF in Q4 2015 and held it in 17 quarters.
  • Simplex Trading's iShares US Basic Materials ETF position peaked at $1.21M in Q3 2021.
  • 181 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2025.

Based on Simplex Trading's 13F filing for Q3 2025, filed 12 Nov 2025.