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The Family Firm’s iShares US Basic Materials ETF IYM Stock Holding History

The Family Firm’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
2025
Q2 		– Sell
-4,452
Closed -$600K – 144
2025
Q1 		$600K Buy
4,452
+1,293
+41% +$176K 0.13% 102
2024
Q4 		$411K Buy
3,159
+13
+0.4% +$1.88K 0.09% 134
2024
Q3 		$472K Sell
3,146
-226
-7% -$32.3K 0.1% 120
2024
Q2 		$472K Buy
3,372
+12
+0.4% +$1.73K 0.11% 117
2024
Q1 		$496K Buy
3,360
+11
+0.3% +$1.51K 0.12% 111
2023
Q4 		$463K Buy
3,349
+36
+1% +$4.62K 0.12% 110
2023
Q3 		$418K Hold
3,313
– – 0.12% 111
2023
Q2 		$441K Buy
3,313
+14
+0.4% +$1.8K 0.12% 108
2023
Q1 		$437K Buy
3,299
+11
+0.3% +$1.46K 0.12% 107
2022
Q4 		$410K Buy
3,288
+35
+1% +$4.3K 0.12% 113
2022
Q3 		$352K Buy
3,253
+544
+20% +$65.2K 0.11% 117
2022
Q2 		$319K Buy
2,709
+19
+0.7% +$2.63K 0.09% 136
2022
Q1 		$402K Buy
2,690
+7
+0.3% +$967 0.11% 116
2021
Q4 		$376K Buy
2,683
+15
+0.6% +$2.02K 0.1% 123
2021
Q3 		$360K Buy
2,668
+11
+0.4% +$1.43K 0.09% 121
2021
Q2 		$346K Sell
2,657
-294
-10% -$39.3K 0.09% 122
2021
Q1 		$371K Hold
2,951
– – 0.11% 114
2020
Q4 		$352K Buy
2,951
+11
+0.4% +$1.17K 0.1% 113
2020
Q3 		$290K Sell
2,940
-186
-6% -$18.3K 0.1% 117
2020
Q2 		$279K Buy
3,126
+30
+1% +$2.48K 0.1% 118
2020
Q1 		$214K Hold
3,096
– – 0.09% 125
2019
Q4 		$303K Buy
+3,096
New +$291K 0.1% 120

Other funds holding IYM

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

The Family Firm's IYM Position: Q2 2025 in Review

The Family Firm sold out of iShares US Basic Materials ETF (IYM) in Q2 2025, closing a stake of 4,452 shares — an estimated $600K sold.

The Family Firm first reported a position in IYM in Q4 2019 and held it in 22 quarters. The position peaked at $600K in Q1 2025. 184 funds tracked by Wall St. Rank hold IYM as of Q2 2025.

  • The Family Firm reported no remaining iShares US Basic Materials ETF position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 4,452 iShares US Basic Materials ETF shares in Q2 2025, an estimated $600K.
  • The Family Firm first reported a position in iShares US Basic Materials ETF in Q4 2019 and held it in 22 quarters.
  • The Family Firm's iShares US Basic Materials ETF position peaked at $600K in Q1 2025.
  • 184 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.