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 Q2	$35.9K	Hold	200	–	–	﹤0.01%	605
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

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 New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Strategic Wealth Partners's IYM Position: Q2 2026 in Review

Strategic Wealth Partners held its iShares US Basic Materials ETF (IYM) position steady in Q2 2026 at 200 shares worth $35.9K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

Strategic Wealth Partners first reported a position in IYM in Q4 2017 and has held it in 7 quarters since. The position peaked at $1.76M in Q4 2017. 273 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

Strategic Wealth Partners held 200 shares of iShares US Basic Materials ETF worth $35.9K as of Q2 2026.
Strategic Wealth Partners left its iShares US Basic Materials ETF share count unchanged in Q2 2026.
iShares US Basic Materials ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #605 holding.
Strategic Wealth Partners first reported a position in iShares US Basic Materials ETF in Q4 2017 and has held it in 7 quarters since.
Strategic Wealth Partners's iShares US Basic Materials ETF position peaked at $1.76M in Q4 2017.
273 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.