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

Sovran 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 		– Sell
-4,248
Closed -$724K – 595
2025
Q4 		$724K Buy
4,248
+661
+18% +$97.9K 0.06% 279
2025
Q3 		$515K Sell
3,587
-243
-6% -$35.5K 0.05% 332
2025
Q2 		$550K Buy
3,830
+1,036
+37% +$138K 0.06% 300
2025
Q1 		$355K Buy
2,794
+620
+29% +$84.5K 0.05% 339
2024
Q4 		$292K Buy
+2,174
New +$314K 0.04% 343

Other funds holding IYM

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

Sovran Advisors's IYM Position: Q1 2026 in Review

Sovran Advisors sold out of iShares US Basic Materials ETF (IYM) in Q1 2026, closing a stake of 4,248 shares — an estimated $724K sold.

Sovran Advisors first reported a position in IYM in Q4 2024 and held it in 5 quarters. The position peaked at $724K in Q4 2025. 247 funds tracked by Wall St. Rank hold IYM as of Q1 2026.

  • Sovran Advisors reported no remaining iShares US Basic Materials ETF position as of Q1 2026 after selling out during the quarter.
  • Sovran Advisors sold 4,248 iShares US Basic Materials ETF shares in Q1 2026, an estimated $724K.
  • Sovran Advisors first reported a position in iShares US Basic Materials ETF in Q4 2024 and held it in 5 quarters.
  • Sovran Advisors's iShares US Basic Materials ETF position peaked at $724K in Q4 2025.
  • 247 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2026.

Based on Sovran Advisors's 13F filing for Q1 2026, filed 1 May 2026.