Simplex Trading
IYM icon

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
2026
Q3 		$24.8K Buy
+139
New +$25.6K ﹤0.01% 6851
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

AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commerce Bank
Commerce Bank Kansas City, Missouri $22.9B AUM 22.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Summit Financial Consulting
Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Simplex Trading's IYM Position: Q3 2026 in Review

Simplex Trading opened a new position in iShares US Basic Materials ETF (IYM) in Q3 2026: 139 shares worth $24.8K. The stake represents ﹤0.01% of the portfolio and ranks #6851 among its holdings. This is a return to the name: Simplex Trading previously reported a position in IYM as recently as Q2 2025.

Simplex Trading first reported a position in IYM in Q4 2015 and has held it in 18 quarters since. The position peaked at $1.21M in Q3 2021. 183 funds tracked by Wall St. Rank hold IYM as of Q3 2026.

  • Simplex Trading held 139 shares of iShares US Basic Materials ETF worth $24.8K as of Q3 2026.
  • iShares US Basic Materials ETF was a new Simplex Trading position in Q3 2026.
  • iShares US Basic Materials ETF made up ﹤0.01% of Simplex Trading's portfolio in Q3 2026, its #6851 holding.
  • Simplex Trading first reported a position in iShares US Basic Materials ETF in Q4 2015 and has held it in 18 quarters since.
  • Simplex Trading's iShares US Basic Materials ETF position peaked at $1.21M in Q3 2021.
  • 183 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2026.

Based on Simplex Trading's 13F filing for Q3 2026, filed 4 Nov 2026.