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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
Q2 		– Sell
-5,816
Closed -$1.02M – 651
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

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

Stratos Wealth Advisors's IYM Position: Q2 2026 in Review

Stratos Wealth Advisors sold out of iShares US Basic Materials ETF (IYM) in Q2 2026, closing a stake of 5,816 shares — an estimated $1.02M sold.

Stratos Wealth Advisors first reported a position in IYM in Q1 2020 and held it in 5 quarters. The position peaked at $1.02M in Q1 2026. 273 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Stratos Wealth Advisors reported no remaining iShares US Basic Materials ETF position as of Q2 2026 after selling out during the quarter.
  • Stratos Wealth Advisors sold 5,816 iShares US Basic Materials ETF shares in Q2 2026, an estimated $1.02M.
  • Stratos Wealth Advisors first reported a position in iShares US Basic Materials ETF in Q1 2020 and held it in 5 quarters.
  • Stratos Wealth Advisors's iShares US Basic Materials ETF position peaked at $1.02M in Q1 2026.
  • 273 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.