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Smartleaf Asset Management’s iShares US Basic Materials ETF IYM Stock Holding History

Smartleaf Asset Management’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 		$542K Hold
3,050
– – 0.02% 534
2026
Q1 		$522K Sell
3,050
-240
-7% -$42K 0.02% 524
2025
Q4 		$512K Buy
3,290
+3,289
+328,900% +$487K 0.02% 525
2025
Q3 		$116 Buy
+1
New +$146 ﹤0.01% 2967
2024
Q4 		– Sell
-1,507
Closed -$228K – 2968
2024
Q3 		$228K Buy
+1,507
New +$215K 0.03% 455

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

Smartleaf Asset Management's IYM Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares US Basic Materials ETF (IYM) position steady in Q2 2026 at 3,050 shares worth $542K. The position accounts for 0.02% of the portfolio, ranked #534.

Smartleaf Asset Management first reported a position in IYM in Q3 2024 and has held it in 5 quarters since. 273 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Smartleaf Asset Management held 3,050 shares of iShares US Basic Materials ETF worth $542K as of Q2 2026.
  • Smartleaf Asset Management left its iShares US Basic Materials ETF share count unchanged in Q2 2026.
  • iShares US Basic Materials ETF made up 0.02% of Smartleaf Asset Management's portfolio in Q2 2026, its #534 holding.
  • Smartleaf Asset Management first reported a position in iShares US Basic Materials ETF in Q3 2024 and has held it in 5 quarters since.
  • 273 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.