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 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

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

Trueblood Wealth Management's IYM Position: Q1 2026 in Review

Trueblood Wealth Management increased its iShares US Basic Materials ETF (IYM) stake by 0.28% in Q1 2026, buying an estimated $700 and bringing the position to 1,452 shares worth $255K. The position accounts for 0.1% of the portfolio, ranked #223.

Trueblood Wealth Management first reported a position in IYM in Q1 2024 and has held it in 7 quarters since. 246 funds tracked by Wall St. Rank hold IYM as of Q1 2026.

Trueblood Wealth Management held 1,452 shares of iShares US Basic Materials ETF worth $255K as of Q1 2026.
Trueblood Wealth Management bought 4 iShares US Basic Materials ETF shares in Q1 2026, an estimated $700.
iShares US Basic Materials ETF made up 0.1% of Trueblood Wealth Management's portfolio in Q1 2026, its #223 holding.
Trueblood Wealth Management first reported a position in iShares US Basic Materials ETF in Q1 2024 and has held it in 7 quarters since.
246 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2026.

Based on Trueblood Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.