SCA
IYM icon

Snowden Capital Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

Snowden Capital Advisors’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
Q1 		$307K Hold
1,743
– – 0.01% 1020
2025
Q4 		$268K Hold
1,743
– – 0.01% 1092
2025
Q3 		$258K Sell
1,743
-25
-1% -$3.65K 0.01% 1088
2025
Q2 		$248K Hold
1,768
– – 0.01% 1087
2025
Q1 		$238K Sell
1,768
-58
-3% -$7.9K 0.01% 1089
2024
Q4 		$237K Sell
1,826
-15
-0.8% -$2.17K 0.01% 1091
2024
Q3 		$276K Sell
1,841
-59
-3% -$8.42K 0.01% 1036
2024
Q2 		$266K Sell
1,900
-198
-9% -$28.5K 0.01% 1014
2024
Q1 		$310K Buy
2,098
+280
+15% +$38.4K 0.01% 946
2023
Q4 		$251K Buy
1,818
+6
+0.3% +$770 0.01% 987
2023
Q3 		$229K Sell
1,812
-20
-1% -$2.64K 0.01% 964
2023
Q2 		$244K Buy
1,832
+113
+7% +$14.6K 0.01% 1032
2023
Q1 		$228K Sell
1,719
-2
-0.1% -$266 0.01% 1040
2022
Q4 		$215K Buy
+1,721
New +$212K 0.01% 1039
2022
Q3 		– Sell
-22,110
Closed -$2.6M – 1146
2022
Q2 		$2.6M Sell
22,110
-3,165
-13% -$438K 0.12% 212
2022
Q1 		$3.78M Sell
25,275
-745
-3% -$103K 0.15% 181
2021
Q4 		$3.65M Sell
26,020
-676
-3% -$91K 0.19% 166
2021
Q3 		$3.33M Sell
26,696
-1,198
-4% -$156K 0.17% 180
2021
Q2 		$3.64M Buy
27,894
+397
+1% +$53.1K 0.18% 172
2021
Q1 		$3.45M Sell
27,497
-395
-1% -$47.2K 0.2% 163
2020
Q4 		$3.16M Buy
27,892
+6,105
+28% +$650K 0.21% 154
2020
Q3 		$2.15M Buy
21,787
+5,877
+37% +$577K 0.17% 178
2020
Q2 		$1.42M Buy
15,910
+11,533
+263% +$954K 0.12% 220
2020
Q1 		$303K Sell
4,377
-14,262
-77% -$1.23M 0.03% 435
2019
Q4 		$1.83M Buy
18,639
+706
+4% +$66.3K 0.16% 189
2019
Q3 		$1.65M Buy
17,933
+593
+3% +$54.6K 0.17% 185
2019
Q2 		$1.65M Buy
17,340
+33
+0.2% +$3.03K 0.17% 186
2019
Q1 		$1.58M Buy
17,307
+1,200
+7% +$108K 0.17% 189
2018
Q4 		$1.35M Buy
16,107
+133
+0.8% +$11.9K 0.18% 197
2018
Q3 		$1.57M Buy
15,974
+335
+2% +$33.7K 0.18% 188
2018
Q2 		$1.55M Buy
15,639
+545
+4% +$54.5K 0.2% 175
2018
Q1 		$1.45M Buy
15,094
+559
+4% +$57.3K 0.21% 168
2017
Q4 		$1.49M Buy
14,535
+723
+5% +$71.7K 0.21% 160
2017
Q3 		$1.32M Buy
13,812
+660
+5% +$61K 0.21% 153
2017
Q2 		$1.18M Buy
13,152
+302
+2% +$26.8K 0.22% 143
2017
Q1 		$1.15M Buy
12,850
+1,356
+12% +$119K 0.25% 136
2016
Q4 		$956K Buy
11,494
+273
+2% +$22.1K 0.24% 145
2016
Q3 		$886K Buy
11,221
+21
+0.2% +$1.66K 0.24% 147
2016
Q2 		$851K Buy
11,200
+52
+0.5% +$3.97K 0.26% 141
2016
Q1 		$817K Buy
+11,148
New +$749K 0.28% 134

Other funds holding IYM

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

Snowden Capital Advisors's IYM Position: Q1 2026 in Review

Snowden Capital Advisors held its iShares US Basic Materials ETF (IYM) position steady in Q1 2026 at 1,743 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #1020.

Snowden Capital Advisors first reported a position in IYM in Q1 2016 and has held it in 40 quarters since. The position peaked at $3.78M in Q1 2022. 246 funds tracked by Wall St. Rank hold IYM as of Q1 2026.

  • Snowden Capital Advisors held 1,743 shares of iShares US Basic Materials ETF worth $307K as of Q1 2026.
  • Snowden Capital Advisors left its iShares US Basic Materials ETF share count unchanged in Q1 2026.
  • iShares US Basic Materials ETF made up 0.01% of Snowden Capital Advisors's portfolio in Q1 2026, its #1020 holding.
  • Snowden Capital Advisors first reported a position in iShares US Basic Materials ETF in Q1 2016 and has held it in 40 quarters since.
  • Snowden Capital Advisors's iShares US Basic Materials ETF position peaked at $3.78M in Q1 2022.
  • 246 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.