Summit Financial Consulting’s iShares US Basic Materials ETF IYM Stock Holding History

Summit Financial Consulting’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	$3.82M	Buy	+21,689	New	+$3.79M	2.73%	11

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

Summit Financial Consulting's IYM Position: Q1 2026 in Review

Summit Financial Consulting opened a new position in iShares US Basic Materials ETF (IYM) in Q1 2026: 21,689 shares worth $3.82M. The stake represents 2.73% of the portfolio and ranks #11 among its holdings.

246 funds tracked by Wall St. Rank hold IYM as of Q1 2026.

Summit Financial Consulting held 21,689 shares of iShares US Basic Materials ETF worth $3.82M as of Q1 2026.
iShares US Basic Materials ETF was a new Summit Financial Consulting position in Q1 2026.
iShares US Basic Materials ETF made up 2.73% of Summit Financial Consulting's portfolio in Q1 2026, its #11 holding.
246 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2026.

Based on Summit Financial Consulting's 13F filing for Q1 2026, filed 10 Apr 2026.