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Stonebridge Financial Planning Group’s iShares US Basic Materials ETF IYM Stock Holding History

Stonebridge Financial Planning Group’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 		$224K Sell
1,249
-856
-41% -$157K 0.07% 172
2026
Q1 		$370K Buy
2,105
+1
+0% +$175 0.14% 137
2025
Q4 		$324K Sell
2,104
-314
-13% -$46.5K 0.12% 142
2025
Q3 		$358K Sell
2,418
-524
-18% -$76.5K 0.13% 137
2025
Q2 		$412K Sell
2,942
-210
-7% -$27.9K 0.17% 121
2025
Q1 		$425K Sell
3,152
-2,074
-40% -$283K 0.19% 118
2024
Q4 		$679K Sell
5,226
-665
-11% -$96.1K 0.3% 88
2024
Q3 		$885K Sell
5,891
-530
-8% -$75.6K 0.42% 67
2024
Q2 		$899K Buy
6,421
+850
+15% +$122K 0.45% 62
2024
Q1 		$823K Sell
5,571
-15
-0.3% -$2.06K 0.44% 64
2023
Q4 		$772K Sell
5,586
-35
-0.6% -$4.49K 0.44% 60
2023
Q3 		$710K Sell
5,621
-50
-0.9% -$6.61K 0.46% 57
2023
Q2 		$755K Sell
5,671
-2,291
-29% -$295K 0.46% 59
2023
Q1 		$1.06M Buy
7,962
+240
+3% +$31.9K 0.68% 49
2022
Q4 		$963K Buy
7,722
+430
+6% +$52.9K 0.64% 53
2022
Q3 		$789K Sell
7,292
-4,217
-37% -$505K 0.55% 54
2022
Q2 		$1.35M Buy
11,509
+5,117
+80% +$707K 0.92% 34
2022
Q1 		$956K Buy
6,392
+89
+1% +$12.3K 0.54% 49
2021
Q4 		$812K Buy
6,303
+111
+2% +$14.9K 0.43% 52
2021
Q3 		$844K Sell
6,192
-184
-3% -$24K 0.41% 53
2021
Q2 		$840K Buy
6,376
+4,490
+238% +$600K 0.45% 50
2021
Q1 		$240K Buy
1,886
+1,130
+149% +$135K 0.14% 99
2020
Q4 		$86K Hold
756
– – 0.05% 161
2020
Q3 		$78K Hold
756
– – 0.06% 150
2020
Q2 		$69K Hold
756
– – 0.06% 154
2020
Q1 		$58K Sell
756
-499
-40% -$43K 0.06% 155
2019
Q4 		$123K Buy
+1,255
New +$118K 0.11% 115

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

Stonebridge Financial Planning Group's IYM Position: Q2 2026 in Review

Stonebridge Financial Planning Group reduced its iShares US Basic Materials ETF (IYM) stake by 41% in Q2 2026, selling an estimated $157K and leaving 1,249 shares worth $224K. The position accounts for 0.07% of the portfolio, ranked #172.

Stonebridge Financial Planning Group first reported a position in IYM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.35M in Q2 2022. 273 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Stonebridge Financial Planning Group held 1,249 shares of iShares US Basic Materials ETF worth $224K as of Q2 2026.
  • Stonebridge Financial Planning Group sold 856 iShares US Basic Materials ETF shares in Q2 2026, an estimated $157K.
  • iShares US Basic Materials ETF made up 0.07% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #172 holding.
  • Stonebridge Financial Planning Group first reported a position in iShares US Basic Materials ETF in Q4 2019 and has held it in 27 quarters since.
  • Stonebridge Financial Planning Group's iShares US Basic Materials ETF position peaked at $1.35M in Q2 2022.
  • 273 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.