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Stephens Inc’s iShares US Basic Materials ETF IYM Stock Holding History

Stephens Inc’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 		$232K Hold
1,291
– – ﹤0.01% 1174
2026
Q1 		$227K Buy
+1,291
New +$226K ﹤0.01% 1149
2023
Q3 		– Sell
-1,573
Closed -$209K – 1260
2023
Q2 		$209K Sell
1,573
-574
-27% -$73.9K ﹤0.01% 1046
2023
Q1 		$285K Sell
2,147
-387
-15% -$51.4K 0.01% 900
2022
Q4 		$316K Sell
2,534
-4,765
-65% -$586K 0.01% 843
2022
Q3 		$789K Sell
7,299
-180
-2% -$21.6K 0.02% 569
2022
Q2 		$880K Buy
7,479
+465
+7% +$64.3K 0.02% 559
2022
Q1 		$1.05M Buy
7,014
+4,645
+196% +$642K 0.02% 586
2021
Q4 		$332K Sell
2,369
-1,790
-43% -$241K 0.01% 1006
2021
Q3 		$518K Sell
4,159
-1,081
-21% -$141K 0.01% 857
2021
Q2 		$683K Buy
5,240
+3,053
+140% +$408K 0.01% 775
2021
Q1 		$275K Sell
2,187
-4,281
-66% -$511K ﹤0.01% 1037
2020
Q4 		$734K Buy
+6,468
New +$689K 0.01% 674
2018
Q2 		– Sell
-9,898
Closed -$951K – 877
2018
Q1 		$951K Sell
9,898
-12,954
-57% -$1.33M 0.04% 405
2017
Q4 		$2.33M Buy
+22,852
New +$2.27M 0.09% 243
2017
Q3 		– Sell
-5,921
Closed -$529K – 790
2017
Q2 		$529K Buy
5,921
+3,667
+163% +$326K 0.02% 556
2017
Q1 		$201K Sell
2,254
-445
-16% -$39K 0.01% 770
2016
Q4 		$224K Sell
2,699
-12,149
-82% -$983K 0.01% 680
2016
Q3 		$1.17M Buy
14,848
+3,617
+32% +$287K 0.05% 346
2016
Q2 		$853K Buy
+11,231
New +$857K 0.04% 386

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

Stephens Inc's IYM Position: Q2 2026 in Review

Stephens Inc held its iShares US Basic Materials ETF (IYM) position steady in Q2 2026 at 1,291 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #1174.

Stephens Inc first reported a position in IYM in Q2 2016 and has held it in 20 quarters since. The position peaked at $2.33M in Q4 2017. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Stephens Inc held 1,291 shares of iShares US Basic Materials ETF worth $232K as of Q2 2026.
  • Stephens Inc left its iShares US Basic Materials ETF share count unchanged in Q2 2026.
  • iShares US Basic Materials ETF made up ﹤0.01% of Stephens Inc's portfolio in Q2 2026, its #1174 holding.
  • Stephens Inc first reported a position in iShares US Basic Materials ETF in Q2 2016 and has held it in 20 quarters since.
  • Stephens Inc's iShares US Basic Materials ETF position peaked at $2.33M in Q4 2017.
  • 272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.