Stifel Financial’s iShares US Basic Materials ETF IYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.23M | Buy |
6,985
+3,079
| +79% | +$539K | ﹤0.01% | 2305 |
|
|
2025
Q4 | $601K | Sell |
3,906
-62
| -2% | -$9.18K | ﹤0.01% | 2760 |
|
|
2025
Q3 | $588K | Buy |
3,968
+1,195
| +43% | +$175K | ﹤0.01% | 2716 |
|
|
2025
Q2 | $388K | Buy |
2,773
+289
| +12% | +$38.4K | ﹤0.01% | 2908 |
|
|
2025
Q1 | $335K | Sell |
2,484
-1,029
| -29% | -$140K | ﹤0.01% | 2914 |
|
|
2024
Q4 | $457K | Sell |
3,513
-279
| -7% | -$40.3K | ﹤0.01% | 2727 |
|
|
2024
Q3 | $570K | Buy |
3,792
+257
| +7% | +$36.7K | ﹤0.01% | 2600 |
|
|
2024
Q2 | $495K | Buy |
3,535
+496
| +16% | +$71.3K | ﹤0.01% | 2627 |
|
|
2024
Q1 | $449K | Sell |
3,039
-64
| -2% | -$8.79K | ﹤0.01% | 2679 |
|
|
2023
Q4 | $429K | Sell |
3,103
-383
| -11% | -$49.2K | ﹤0.01% | 2657 |
|
|
2023
Q3 | $440K | Sell |
3,486
-48,434
| -93% | -$6.4M | ﹤0.01% | 2564 |
|
|
2023
Q2 | $6.91M | Buy |
51,920
+1,516
| +3% | +$195K | 0.01% | 879 |
|
|
2023
Q1 | $6.68M | Buy |
50,404
+4,459
| +10% | +$593K | 0.01% | 854 |
|
|
2022
Q4 | $5.73M | Sell |
45,945
-20,902
| -31% | -$2.57M | 0.01% | 910 |
|
|
2022
Q3 | $7.23M | Buy |
66,847
+3,210
| +5% | +$385K | 0.01% | 767 |
|
|
2022
Q2 | $7.49M | Buy |
63,637
+35,314
| +125% | +$4.88M | 0.01% | 775 |
|
|
2022
Q1 | $4.24M | Buy |
+28,323
| New | +$3.91M | 0.01% | 1150 |
|
|
2021
Q4 | – | Sell |
-2,259
| Closed | -$281K | – | 3414 |
|
|
2021
Q3 | $281K | Sell |
2,259
-3,794
| -63% | -$495K | ﹤0.01% | 2949 |
|
|
2021
Q2 | $789K | Buy |
+6,053
| New | +$809K | ﹤0.01% | 2275 |
|
|
2021
Q1 | – | Sell |
-6,012
| Closed | -$682K | – | 3248 |
|
|
2020
Q4 | $682K | Buy |
6,012
+10
| +0.2% | +$1.06K | ﹤0.01% | 2119 |
|
|
2020
Q3 | $592K | Buy |
+6,002
| New | +$589K | ﹤0.01% | 1982 |
|
|
2019
Q1 | – | Sell |
-4,027
| Closed | -$338K | – | 2820 |
|
|
2018
Q4 | $338K | Buy |
4,027
+24
| +0.6% | +$2.15K | ﹤0.01% | 2162 |
|
|
2018
Q3 | $394K | Buy |
4,003
+1,678
| +72% | +$169K | ﹤0.01% | 2205 |
|
|
2018
Q2 | $231K | Sell |
2,325
-2,051
| -47% | -$205K | ﹤0.01% | 2454 |
|
|
2018
Q1 | $419K | Buy |
4,376
+1,774
| +68% | +$182K | ﹤0.01% | 2071 |
|
|
2017
Q4 | $266K | Buy |
2,602
+250
| +11% | +$24.8K | ﹤0.01% | 2270 |
|
|
2017
Q3 | $225K | Buy |
+2,352
| New | +$217K | ﹤0.01% | 2306 |
|
|
2017
Q1 | – | Sell |
-3,463
| Closed | -$286K | – | 2574 |
|
|
2016
Q4 | $286K | Sell |
3,463
-6,997
| -67% | -$566K | ﹤0.01% | 2066 |
|
|
2016
Q3 | $824K | Buy |
10,460
+2,707
| +35% | +$215K | ﹤0.01% | 1445 |
|
|
2016
Q2 | $589K | Sell |
7,753
-1,225
| -14% | -$93.5K | ﹤0.01% | 1663 |
|
|
2016
Q1 | $658K | Buy |
+8,978
| New | +$603K | ﹤0.01% | 1444 |
|
|
2015
Q3 | – | Sell |
-3,967
| Closed | -$319K | – | 2310 |
|
|
2015
Q2 | $319K | Sell |
3,967
-48
| -1% | -$4.04K | ﹤0.01% | 1925 |
|
|
2015
Q1 | $329K | Sell |
4,015
-2,662
| -40% | -$221K | ﹤0.01% | 1854 |
|
|
2014
Q4 | $551K | Buy |
6,677
+340
| +5% | +$28.3K | ﹤0.01% | 1561 |
|
|
2014
Q3 | $545K | Sell |
6,337
-145
| -2% | -$12.7K | ﹤0.01% | 1468 |
|
|
2014
Q2 | $567K | Buy |
6,482
+644
| +11% | +$54.7K | 0.01% | 1414 |
|
|
2014
Q1 | $486K | Buy |
+5,838
| New | +$472K | ﹤0.01% | 1459 |
|
Other funds holding IYM
CB
AWM
DWP
Stifel Financial's IYM Position: Q1 2026 in Review
Stifel Financial increased its iShares US Basic Materials ETF (IYM) stake by 79% in Q1 2026, buying an estimated $539K and bringing the position to 6,985 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #2305.
Stifel Financial first reported a position in IYM in Q1 2014 and has held it in 37 quarters since. The position peaked at $7.49M in Q2 2022. 246 funds tracked by Wall St. Rank hold IYM as of Q1 2026.
- Stifel Financial held 6,985 shares of iShares US Basic Materials ETF worth $1.23M as of Q1 2026.
- Stifel Financial bought 3,079 iShares US Basic Materials ETF shares in Q1 2026, an estimated $539K.
- iShares US Basic Materials ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2305 holding.
- Stifel Financial first reported a position in iShares US Basic Materials ETF in Q1 2014 and has held it in 37 quarters since.
- Stifel Financial's iShares US Basic Materials ETF position peaked at $7.49M in Q2 2022.
- 246 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2026.
Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.