Stratos Wealth Partners’s iShares US Basic Materials ETF IYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.76M | Buy |
20,953
+19,671
| +1,534% | +$3.6M | 0.04% | 412 |
|
|
2026
Q1 | $226K | Buy |
+1,282
| New | +$224K | ﹤0.01% | 1472 |
|
|
2024
Q4 | – | Sell |
-1,359
| Closed | -$204K | – | 1497 |
|
|
2024
Q3 | $204K | Buy |
+1,359
| New | +$194K | ﹤0.01% | 1335 |
|
|
2022
Q3 | – | Sell |
-1,886
| Closed | -$222K | – | 1188 |
|
|
2022
Q2 | $222K | Buy |
1,886
+59
| +3% | +$8.16K | 0.01% | 1045 |
|
|
2022
Q1 | $273K | Sell |
1,827
-48
| -3% | -$6.63K | 0.01% | 1024 |
|
|
2021
Q4 | $263K | Sell |
1,875
-119
| -6% | -$16K | 0.01% | 1050 |
|
|
2021
Q3 | $248K | Buy |
1,994
+1
| +0.1% | +$130 | 0.01% | 1015 |
|
|
2021
Q2 | $260K | Buy |
1,993
+2
| +0.1% | +$267 | 0.01% | 1028 |
|
|
2021
Q1 | $250K | Buy |
+1,991
| New | +$238K | 0.01% | 952 |
|
|
2020
Q3 | – | Sell |
-4,716
| Closed | -$421K | – | 1037 |
|
|
2020
Q2 | $421K | Sell |
4,716
-784
| -14% | -$64.9K | 0.02% | 655 |
|
|
2020
Q1 | $381K | Sell |
5,500
-6,376
| -54% | -$549K | 0.02% | 610 |
|
|
2019
Q4 | $1.16M | Sell |
11,876
-734
| -6% | -$69K | 0.05% | 353 |
|
|
2019
Q3 | $1.16M | Sell |
12,610
-1,014
| -7% | -$93.4K | 0.05% | 338 |
|
|
2019
Q2 | $1.29M | Sell |
13,624
-1,232
| -8% | -$113K | 0.06% | 297 |
|
|
2019
Q1 | $1.36M | Buy |
14,856
+105
| +0.7% | +$9.43K | 0.06% | 297 |
|
|
2018
Q4 | $1.24M | Sell |
14,751
-1,353
| -8% | -$121K | 0.06% | 288 |
|
|
2018
Q3 | $1.58M | Sell |
16,104
-1,255
| -7% | -$126K | 0.07% | 254 |
|
|
2018
Q2 | $1.72M | Sell |
17,359
-4,259
| -20% | -$426K | 0.08% | 258 |
|
|
2018
Q1 | $2.08M | Sell |
21,618
-115
| -0.5% | -$11.8K | 0.09% | 232 |
|
|
2017
Q4 | $2.22M | Buy |
21,733
+3,708
| +21% | +$368K | 0.1% | 212 |
|
|
2017
Q3 | $1.73M | Sell |
18,025
-1,935
| -10% | -$179K | 0.08% | 240 |
|
|
2017
Q2 | $1.78M | Sell |
19,960
-1,113
| -5% | -$98.9K | 0.09% | 207 |
|
|
2017
Q1 | $1.88M | Buy |
21,073
+8,408
| +66% | +$737K | 0.11% | 184 |
|
|
2016
Q4 | $1.05M | Sell |
12,665
-389
| -3% | -$31.5K | 0.07% | 259 |
|
|
2016
Q3 | $1.03M | Buy |
13,054
+585
| +5% | +$46.4K | 0.07% | 240 |
|
|
2016
Q2 | $947K | Buy |
12,469
+1,921
| +18% | +$147K | 0.07% | 227 |
|
|
2016
Q1 | $773K | Buy |
10,548
+86
| +0.8% | +$5.78K | 0.07% | 223 |
|
|
2015
Q4 | $738K | Buy |
10,462
+205
| +2% | +$14.8K | 0.06% | 222 |
|
|
2015
Q3 | $664K | Sell |
10,257
-195
| -2% | -$14.2K | 0.08% | 204 |
|
|
2015
Q2 | $843K | Buy |
10,452
+355
| +4% | +$29.9K | 0.11% | 174 |
|
|
2015
Q1 | $832K | Buy |
10,097
+297
| +3% | +$24.6K | 0.1% | 195 |
|
|
2014
Q4 | $808K | Buy |
+9,800
| New | +$815K | 0.15% | 151 |
|
Other funds holding IYM
UFF
CFA
CB
FIA
MWM
Stratos Wealth Partners's IYM Position: Q2 2026 in Review
Stratos Wealth Partners increased its iShares US Basic Materials ETF (IYM) stake by 1,534% in Q2 2026, buying an estimated $3.6M and bringing the position to 20,953 shares worth $3.76M. The position accounts for 0.04% of the portfolio, ranked #412.
Stratos Wealth Partners first reported a position in IYM in Q4 2014 and has held it in 32 quarters since. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.
- Stratos Wealth Partners held 20,953 shares of iShares US Basic Materials ETF worth $3.76M as of Q2 2026.
- Stratos Wealth Partners bought 19,671 iShares US Basic Materials ETF shares in Q2 2026, an estimated $3.6M.
- iShares US Basic Materials ETF made up 0.04% of Stratos Wealth Partners's portfolio in Q2 2026, its #412 holding.
- Stratos Wealth Partners first reported a position in iShares US Basic Materials ETF in Q4 2014 and has held it in 32 quarters since.
- 272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.
Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.