SS
IYM icon

Sunbelt Securities’s iShares US Basic Materials ETF IYM Stock Holding History

Sunbelt Securities’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 		$9.68K Buy
+55
New +$9.62K ﹤0.01% 1512
2025
Q4 		– Sell
-23
Closed -$3.36K – 2868
2025
Q3 		$3.36K Sell
23
-5
-18% -$730 ﹤0.01% 1723
2025
Q2 		$3.6K Buy
28
+5
+22% +$664 ﹤0.01% 1515
2025
Q1 		$3.06K Sell
23
-5
-18% -$681 ﹤0.01% 1508
2024
Q4 		$3.57K Hold
28
– – ﹤0.01% 1515
2024
Q3 		$4.16K Hold
28
– – ﹤0.01% 1481
2024
Q2 		$3.87K Sell
28
-5
-15% -$719 ﹤0.01% 1443
2024
Q1 		$4.81K Sell
33
-2,900
-99% -$398K ﹤0.01% 1371
2023
Q4 		$405K Buy
2,933
+346
+13% +$44.4K 0.05% 350
2023
Q3 		$327K Buy
2,587
+285
+12% +$37.7K 0.05% 382
2023
Q2 		$306K Buy
2,302
+80
+4% +$10.3K 0.04% 387
2023
Q1 		$290K Buy
2,222
+390
+21% +$51.8K 0.05% 369
2022
Q4 		$229K Buy
+1,832
New +$225K 0.04% 401

Other funds holding IYM

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

Sunbelt Securities's IYM Position: Q1 2026 in Review

Sunbelt Securities opened a new position in iShares US Basic Materials ETF (IYM) in Q1 2026: 55 shares worth $9.68K. The stake represents ﹤0.01% of the portfolio and ranks #1512 among its holdings. This is a return to the name: Sunbelt Securities previously reported a position in IYM as recently as Q3 2025.

Sunbelt Securities first reported a position in IYM in Q4 2022 and has held it in 13 quarters since. The position peaked at $405K in Q4 2023. 247 funds tracked by Wall St. Rank hold IYM as of Q1 2026.

  • Sunbelt Securities held 55 shares of iShares US Basic Materials ETF worth $9.68K as of Q1 2026.
  • iShares US Basic Materials ETF was a new Sunbelt Securities position in Q1 2026.
  • iShares US Basic Materials ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1512 holding.
  • Sunbelt Securities first reported a position in iShares US Basic Materials ETF in Q4 2022 and has held it in 13 quarters since.
  • Sunbelt Securities's iShares US Basic Materials ETF position peaked at $405K in Q4 2023.
  • 247 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.