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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
Q3 		$8.06M Buy
45,247
+2,736
+6% +$503K 5.91% 7
2026
Q2 		$7.63M Buy
42,511
+20,822
+96% +$3.81M 5.18% 8
2026
Q1 		$3.82M Buy
+21,689
New +$3.79M 2.73% 11

Other funds holding IYM

GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
FPFC
Financial Planning Fort Collins Fort Collins, Colorado $137M AUM 12.62% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $354M AUM 38.71% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Pathway Financial Advisors
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Summit Financial Consulting's IYM Position: Q3 2026 in Review

Summit Financial Consulting increased its iShares US Basic Materials ETF (IYM) stake by 6.4% in Q3 2026, buying an estimated $503K and bringing the position to 45,247 shares worth $8.06M. The position accounts for 5.91% of the portfolio, ranked #7.

Summit Financial Consulting first reported a position in IYM in Q1 2026 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold IYM as of Q3 2026.

  • Summit Financial Consulting held 45,247 shares of iShares US Basic Materials ETF worth $8.06M as of Q3 2026.
  • Summit Financial Consulting bought 2,736 iShares US Basic Materials ETF shares in Q3 2026, an estimated $503K.
  • iShares US Basic Materials ETF made up 5.91% of Summit Financial Consulting's portfolio in Q3 2026, its #7 holding.
  • Summit Financial Consulting first reported a position in iShares US Basic Materials ETF in Q1 2026 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2026.

Based on Summit Financial Consulting's 13F filing for Q3 2026, filed 15 Oct 2026.