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Spire Wealth Management’s iShares US Basic Materials ETF IYM Stock Holding History

Spire Wealth 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 		$472K Buy
2,628
+4
+0.2% +$733 0.01% 569
2026
Q1 		$462K Buy
2,624
+54
+2% +$9.45K 0.02% 564
2025
Q4 		$396K Sell
2,570
-293
-10% -$43.4K 0.01% 600
2025
Q3 		$424K Buy
2,863
+5
+0.2% +$730 0.01% 575
2025
Q2 		$400K Buy
2,858
+8
+0.3% +$1.06K 0.01% 561
2025
Q1 		$384K Buy
2,850
+8
+0.3% +$1.09K 0.01% 645
2024
Q4 		$369K Sell
2,842
-47
-2% -$6.79K 0.01% 652
2024
Q3 		$434K Buy
2,889
+9
+0.3% +$1.28K 0.01% 556
2024
Q2 		$403K Buy
2,880
+8
+0.3% +$1.15K 0.01% 534
2024
Q1 		$424K Buy
2,872
+64
+2% +$8.79K 0.01% 566
2023
Q4 		$371K Buy
2,808
+24
+0.9% +$3.08K 0.01% 589
2023
Q3 		$352K Buy
2,784
+2,779
+55,580% +$367K 0.01% 560
2023
Q2 		$665 Hold
5
– – ﹤0.01% 2354
2023
Q1 		$663 Hold
5
– – ﹤0.01% 2442
2022
Q4 		$1K Hold
5
– – ﹤0.01% 2198
2022
Q3 		$1K Hold
5
– – ﹤0.01% 2090
2022
Q2 		$1K Buy
+5
New +$691 ﹤0.01% 2524

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

Spire Wealth Management's IYM Position: Q2 2026 in Review

Spire Wealth Management increased its iShares US Basic Materials ETF (IYM) stake by 0.15% in Q2 2026, buying an estimated $733 and bringing the position to 2,628 shares worth $472K. The position accounts for 0.01% of the portfolio, ranked #569.

Spire Wealth Management first reported a position in IYM in Q2 2022 and has held it in 17 quarters since. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Spire Wealth Management held 2,628 shares of iShares US Basic Materials ETF worth $472K as of Q2 2026.
  • Spire Wealth Management bought 4 iShares US Basic Materials ETF shares in Q2 2026, an estimated $733.
  • iShares US Basic Materials ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #569 holding.
  • Spire Wealth Management first reported a position in iShares US Basic Materials ETF in Q2 2022 and has held it in 17 quarters since.
  • 272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.