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Trueblood Wealth Management’s iShares US Basic Materials ETF IYM Stock Holding History

Trueblood Wealth Management’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
Q2 		$261K Buy
1,455
+3
+0.2% +$549 0.09% 230
2026
Q1 		$255K Buy
1,452
+4
+0.3% +$700 0.1% 223
2025
Q4 		$223K Buy
1,448
+7
+0.5% +$1.04K 0.09% 235
2025
Q3 		$214K Buy
1,441
+6
+0.4% +$876 0.08% 245
2025
Q2 		$201K Buy
+1,435
New +$191K 0.08% 245
2024
Q4 		– Sell
-1,431
Closed -$215K – 234
2024
Q3 		$215K Hold
1,431
– – 0.11% 220
2024
Q2 		$200K Hold
1,431
– – 0.11% 214
2024
Q1 		$211K Buy
+1,431
New +$196K 0.12% 206

Other funds holding IYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $331M AUM 81.85% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Trueblood Wealth Management's IYM Position: Q2 2026 in Review

Trueblood Wealth Management increased its iShares US Basic Materials ETF (IYM) stake by 0.21% in Q2 2026, buying an estimated $549 and bringing the position to 1,455 shares worth $261K. The position accounts for 0.09% of the portfolio, ranked #230.

Trueblood Wealth Management first reported a position in IYM in Q1 2024 and has held it in 8 quarters since. 273 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Trueblood Wealth Management held 1,455 shares of iShares US Basic Materials ETF worth $261K as of Q2 2026.
  • Trueblood Wealth Management bought 3 iShares US Basic Materials ETF shares in Q2 2026, an estimated $549.
  • iShares US Basic Materials ETF made up 0.09% of Trueblood Wealth Management's portfolio in Q2 2026, its #230 holding.
  • Trueblood Wealth Management first reported a position in iShares US Basic Materials ETF in Q1 2024 and has held it in 8 quarters since.
  • 273 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.