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Steward Partners Investment Advisory’s iShares US Basic Materials ETF IYM Stock Holding History

Steward Partners Investment Advisory’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 		$2.72M Buy
15,153
+59
+0.4% +$10.8K 0.01% 789
2026
Q1 		$2.66M Buy
15,094
+8,012
+113% +$1.4M 0.01% 744
2025
Q4 		$1.09M Buy
7,082
+1
+0% +$148 0.01% 1032
2025
Q3 		$1.05M Buy
7,081
+211
+3% +$30.8K 0.01% 1029
2025
Q2 		$962K Buy
6,870
+243
+4% +$32.3K 0.01% 1007
2025
Q1 		$893K Sell
6,627
-283
-4% -$38.6K 0.01% 964
2024
Q4 		$898K Buy
6,910
+420
+6% +$60.7K 0.01% 916
2024
Q3 		$975K Sell
6,490
-34
-0.5% -$4.85K 0.01% 870
2024
Q2 		$913K Sell
6,524
-37
-0.6% -$5.32K 0.01% 840
2024
Q1 		$969K Sell
6,561
-278
-4% -$38.2K 0.01% 804
2023
Q4 		$945K Sell
6,839
-6,531
-49% -$838K 0.01% 754
2023
Q3 		$1.69M Sell
13,370
-1,195
-8% -$158K 0.03% 513
2023
Q2 		$1.94M Buy
14,565
+96
+0.7% +$12.4K 0.03% 487
2023
Q1 		$1.92M Buy
14,469
+549
+4% +$73K 0.03% 472
2022
Q4 		$1.74M Sell
13,920
-3,350
-19% -$412K 0.03% 493
2022
Q3 		$1.87M Buy
17,270
+2,114
+14% +$253K 0.03% 453
2022
Q2 		$1.78M Sell
15,156
-6,004
-28% -$830K 0.03% 463
2022
Q1 		$3.17M Sell
21,160
-16,141
-43% -$2.23M 0.05% 364
2021
Q4 		$5.23M Buy
37,301
+422
+1% +$56.8K 0.08% 257
2021
Q3 		$4.59M Buy
36,879
+1,367
+4% +$178K 0.08% 265
2021
Q2 		$4.63M Buy
35,512
+596
+2% +$79.7K 0.08% 266
2021
Q1 		$4.38M Buy
34,916
+20,702
+146% +$2.47M 0.08% 273
2020
Q4 		$1.61M Buy
14,214
+13,313
+1,478% +$1.42M 0.03% 413
2020
Q3 		$89K Buy
901
+801
+801% +$78.6K ﹤0.01% 1263
2020
Q2 		$9K Hold
100
– – ﹤0.01% 2077
2020
Q1 		$6K Hold
100
– – ﹤0.01% 2026
2019
Q4 		$9K Hold
100
– – ﹤0.01% 2054
2019
Q3 		$9K Hold
100
– – ﹤0.01% 2045
2019
Q2 		$9K Buy
+100
New +$9.18K ﹤0.01% 2024
2018
Q4 		– Sell
-100
Closed -$10K – 1467
2018
Q3 		$10K Hold
100
– – ﹤0.01% 1872
2018
Q2 		$10K Hold
100
– – ﹤0.01% 1743
2018
Q1 		$9K Hold
100
– – ﹤0.01% 1611
2017
Q4 		$10K Hold
100
– – ﹤0.01% 1346
2017
Q3 		$9K Hold
100
– – ﹤0.01% 1138
2017
Q2 		$8K Hold
100
– – ﹤0.01% 1108
2017
Q1 		$8K Buy
+100
New +$8.76K ﹤0.01% 1004

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

Steward Partners Investment Advisory's IYM Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares US Basic Materials ETF (IYM) stake by 0.39% in Q2 2026, buying an estimated $10.8K and bringing the position to 15,153 shares worth $2.72M. The position accounts for 0.01% of the portfolio, ranked #789.

Steward Partners Investment Advisory first reported a position in IYM in Q1 2017 and has held it in 36 quarters since. The position peaked at $5.23M in Q4 2021. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Steward Partners Investment Advisory held 15,153 shares of iShares US Basic Materials ETF worth $2.72M as of Q2 2026.
  • Steward Partners Investment Advisory bought 59 iShares US Basic Materials ETF shares in Q2 2026, an estimated $10.8K.
  • iShares US Basic Materials ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #789 holding.
  • Steward Partners Investment Advisory first reported a position in iShares US Basic Materials ETF in Q1 2017 and has held it in 36 quarters since.
  • Steward Partners Investment Advisory's iShares US Basic Materials ETF position peaked at $5.23M in Q4 2021.
  • 272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.