Stratos Wealth Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

Stratos Wealth Advisors’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	$1.02M	Buy	+5,816	New	+$1.02M	0.06%	267
2025 Q3	–	Sell	-5,132	Closed	-$719K	–	696
2025 Q2	$719K	Buy	5,132 +416	+9%	+$55.2K	0.04%	379
2025 Q1	$636K	Buy	4,716 +615	+15%	+$83.8K	0.03%	387
2024 Q4	$533K	Buy	+4,101	New	+$593K	0.03%	455
2020 Q2	–	Sell	-108	Closed	-$7K	–	325
2020 Q1	$7K	Buy	+108	New	+$9.3K	0.01%	252

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

Stratos Wealth Advisors's IYM Position: Q1 2026 in Review

Stratos Wealth Advisors opened a new position in iShares US Basic Materials ETF (IYM) in Q1 2026: 5,816 shares worth $1.02M. The stake represents 0.06% of the portfolio and ranks #267 among its holdings. This is a return to the name: Stratos Wealth Advisors previously reported a position in IYM as recently as Q2 2025.

Stratos Wealth Advisors first reported a position in IYM in Q1 2020 and has held it in 5 quarters since. 246 funds tracked by Wall St. Rank hold IYM as of Q1 2026.

Stratos Wealth Advisors held 5,816 shares of iShares US Basic Materials ETF worth $1.02M as of Q1 2026.
iShares US Basic Materials ETF was a new Stratos Wealth Advisors position in Q1 2026.
iShares US Basic Materials ETF made up 0.06% of Stratos Wealth Advisors's portfolio in Q1 2026, its #267 holding.
Stratos Wealth Advisors first reported a position in iShares US Basic Materials ETF in Q1 2020 and has held it in 5 quarters since.
246 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.