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Sound Income Strategies’s iShares US Basic Materials ETF IYM Stock Holding History

Sound Income Strategies’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 		– Sell
-55
Closed -$9.83K – 1455
2026
Q1 		$9.83K Hold
55
– – ﹤0.01% 1509
2025
Q4 		$9.32K Buy
+55
New +$8.14K ﹤0.01% 1510

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CB
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Principal Financial Group
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Cetera Investment Advisers
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Sound Income Strategies's IYM Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares US Basic Materials ETF (IYM) in Q2 2026, closing a stake of 55 shares — an estimated $9.83K sold.

Sound Income Strategies first reported a position in IYM in Q4 2025 and held it in 2 quarters. The position peaked at $9.83K in Q1 2026. 227 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Sound Income Strategies reported no remaining iShares US Basic Materials ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 55 iShares US Basic Materials ETF shares in Q2 2026, an estimated $9.83K.
  • Sound Income Strategies first reported a position in iShares US Basic Materials ETF in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's iShares US Basic Materials ETF position peaked at $9.83K in Q1 2026.
  • 227 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.