Strategic Wealth Partners’s iShares US Basic Materials ETF IYM Stock Holding History

Strategic Wealth Partners’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 Q1	$35.2K	Hold	200	–	–	﹤0.01%	586
2025 Q4	$30.8K	Hold	200	–	–	﹤0.01%	614
2025 Q3	$29.6K	Hold	200	–	–	﹤0.01%	654
2025 Q2	$28K	Buy	+200	New	+$26.6K	﹤0.01%	590
2018 Q2	–	Sell	-84	Closed	-$8K	–	793
2018 Q1	$8K	Sell	84 -17,887	-100%	-$1.83M	﹤0.01%	589
2017 Q4	$1.76M	Buy	+17,971	New	+$1.78M	0.98%	23

Other funds holding IYM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

Strategic Wealth Partners's IYM Position: Q1 2026 in Review

Strategic Wealth Partners held its iShares US Basic Materials ETF (IYM) position steady in Q1 2026 at 200 shares worth $35.2K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Strategic Wealth Partners first reported a position in IYM in Q4 2017 and has held it in 6 quarters since. The position peaked at $1.76M in Q4 2017. 246 funds tracked by Wall St. Rank hold IYM as of Q1 2026.

Strategic Wealth Partners held 200 shares of iShares US Basic Materials ETF worth $35.2K as of Q1 2026.
Strategic Wealth Partners left its iShares US Basic Materials ETF share count unchanged in Q1 2026.
iShares US Basic Materials ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #586 holding.
Strategic Wealth Partners first reported a position in iShares US Basic Materials ETF in Q4 2017 and has held it in 6 quarters since.
Strategic Wealth Partners's iShares US Basic Materials ETF position peaked at $1.76M in Q4 2017.
246 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.