Truvestments Capital’s iShares US Basic Materials ETF IYM Stock Holding History

Truvestments Capital’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	$83.6K	Hold	475	–	–	0.02%	415
2025 Q4	$73.1K	Hold	475	–	–	0.01%	393
2025 Q3	$70.4K	Hold	475	–	–	0.01%	397
2025 Q2	$66.5K	Hold	475	–	–	0.01%	350
2025 Q1	$64K	Hold	475	–	–	0.01%	356
2024 Q4	$61.7K	Hold	475	–	–	0.02%	343
2024 Q3	$71.3K	Buy	+475	New	+$67.8K	0.02%	319
2024 Q2	–	Sell	-300	Closed	-$44.3K	–	465
2024 Q1	$44.3K	Hold	300	–	–	0.02%	363
2023 Q4	$41.4K	Hold	300	–	–	0.02%	342
2023 Q3	$37.9K	Hold	300	–	–	0.02%	312
2023 Q2	$39.9K	Hold	300	–	–	0.02%	311
2023 Q1	$39.8K	Hold	300	–	–	0.02%	312
2022 Q4	$37.4K	Hold	300	–	–	0.02%	328
2022 Q3	$32K	Hold	300	–	–	0.02%	296
2022 Q2	$35K	Buy	+300	New	+$41.5K	0.02%	292
2022 Q1	–	Sell	-300	Closed	-$42K	–	357
2021 Q4	$42K	Hold	300	–	–	0.02%	285
2021 Q3	$37K	Hold	300	–	–	0.02%	272
2021 Q2	$39K	Sell	300 -300	-50%	-$40.1K	0.02%	267
2021 Q1	$76K	Buy	600 +300	+100%	+$35.8K	0.04%	240
2020 Q4	$34K	Hold	300	–	–	0.02%	306
2020 Q3	$30K	Hold	300	–	–	0.03%	207
2020 Q2	$26K	Hold	300	–	–	0.03%	274
2020 Q1	$20K	Buy	+300	New	+$25.8K	0.03%	266
2019 Q4	–	Sell	-300	Closed	-$28K	–	365
2019 Q3	$28K	Hold	300	–	–	0.02%	356
2019 Q2	$29K	Hold	300	–	–	0.02%	358
2019 Q1	$27K	Buy	+300	New	+$26.9K	0.02%	359
2018 Q3	$30K	Buy	+300	New	+$30.2K	0.01%	453

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

Truvestments Capital's IYM Position: Q1 2026 in Review

Truvestments Capital held its iShares US Basic Materials ETF (IYM) position steady in Q1 2026 at 475 shares worth $83.6K. The position accounts for 0.02% of the portfolio, ranked #415.

Truvestments Capital first reported a position in IYM in Q3 2018 and has held it in 27 quarters since. 246 funds tracked by Wall St. Rank hold IYM as of Q1 2026.

Truvestments Capital held 475 shares of iShares US Basic Materials ETF worth $83.6K as of Q1 2026.
Truvestments Capital left its iShares US Basic Materials ETF share count unchanged in Q1 2026.
iShares US Basic Materials ETF made up 0.02% of Truvestments Capital's portfolio in Q1 2026, its #415 holding.
Truvestments Capital first reported a position in iShares US Basic Materials ETF in Q3 2018 and has held it in 27 quarters since.
246 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.