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

Southern 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 Q2	$298K	Buy	1,659 +5	+0.3%	+$916	0.12%	68
2026 Q1	$291K	Buy	1,654 +4	+0.2%	+$700	0.14%	67
2025 Q4	$254K	Buy	1,650 +8	+0.5%	+$1.19K	0.12%	75
2025 Q3	$243K	Buy	1,642 +7	+0.4%	+$1.02K	0.11%	75
2025 Q2	$229K	Buy	1,635 +6	+0.4%	+$797	0.12%	72
2025 Q1	$220K	Buy	1,629 +5	+0.3%	+$681	0.12%	74
2024 Q4	$211K	Buy	1,624 +8	+0.5%	+$1.16K	0.12%	71
2024 Q3	$243K	Buy	1,616 +6	+0.4%	+$856	0.14%	61
2024 Q2	$225K	Buy	1,610 +6	+0.4%	+$863	0.14%	67
2024 Q1	$237K	Buy	1,604 +5	+0.3%	+$687	0.14%	62
2023 Q4	$221K	Buy	+1,599	New	+$205K	0.16%	57
2023 Q3	–	Sell	-1,582	Closed	-$211K	–	67
2023 Q2	$211K	Buy	1,582 +6	+0.4%	+$773	0.16%	65
2023 Q1	$209K	Sell	1,576 -51	-3%	-$6.78K	0.15%	69
2022 Q4	$203K	Buy	+1,627	New	+$200K	0.16%	72
2022 Q2	–	Sell	-1,598	Closed	-$239K	–	77
2022 Q1	$239K	Sell	1,598 -3,566	-69%	-$493K	0.16%	69
2021 Q4	$724K	Buy	+5,164	New	+$695K	0.45%	36

Other funds holding IYM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

FPFC

Financial Planning Fort Collins Fort Collins, Colorado $132M AUM

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Southern Capital Advisors's IYM Position: Q2 2026 in Review

Southern Capital Advisors increased its iShares US Basic Materials ETF (IYM) stake by 0.3% in Q2 2026, buying an estimated $916 and bringing the position to 1,659 shares worth $298K. The position accounts for 0.12% of the portfolio, ranked #68.

Southern Capital Advisors first reported a position in IYM in Q4 2021 and has held it in 16 quarters since. The position peaked at $724K in Q4 2021. 34 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

Southern Capital Advisors held 1,659 shares of iShares US Basic Materials ETF worth $298K as of Q2 2026.
Southern Capital Advisors bought 5 iShares US Basic Materials ETF shares in Q2 2026, an estimated $916.
iShares US Basic Materials ETF made up 0.12% of Southern Capital Advisors's portfolio in Q2 2026, its #68 holding.
Southern Capital Advisors first reported a position in iShares US Basic Materials ETF in Q4 2021 and has held it in 16 quarters since.
Southern Capital Advisors's iShares US Basic Materials ETF position peaked at $724K in Q4 2021.
34 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Southern Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.