TS Financial Group (TSFG)’s iShares US Basic Materials ETF IYM Stock Holding History

TS Financial Group (TSFG)’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	–	Sell	-27	Closed	-$4K	–	851
2025 Q4	$4K	Hold	27	–	–	﹤0.01%	683
2025 Q3	$4K	Hold	27	–	–	﹤0.01%	682
2025 Q2	$4K	Hold	27	–	–	﹤0.01%	659
2025 Q1	$4K	Hold	27	–	–	﹤0.01%	651
2024 Q4	$4K	Hold	27	–	–	﹤0.01%	603
2024 Q3	$4K	Hold	27	–	–	﹤0.01%	621
2024 Q2	$4K	Hold	27	–	–	﹤0.01%	601
2024 Q1	$4K	Sell	27 -35	-56%	-$4.81K	﹤0.01%	592
2023 Q4	$9K	Sell	62 -64	-51%	-$8.22K	﹤0.01%	529
2023 Q3	$16K	Hold	126	–	–	0.01%	441
2023 Q2	$17K	Hold	126	–	–	0.01%	432
2023 Q1	$17K	Hold	126	–	–	0.01%	424
2022 Q4	$16K	Hold	126	–	–	0.01%	442
2022 Q3	$14K	Hold	126	–	–	0.01%	452
2022 Q2	$15K	Hold	126	–	–	0.01%	458
2022 Q1	$19K	Hold	126	–	–	0.01%	431
2021 Q4	$18K	Hold	126	–	–	0.01%	452
2021 Q3	$16K	Buy	+126	New	+$16.4K	0.01%	468

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

TS Financial Group (TSFG)'s IYM Position: Q1 2026 in Review

TS Financial Group (TSFG) sold out of iShares US Basic Materials ETF (IYM) in Q1 2026, closing a stake of 27 shares — an estimated $4K sold.

TS Financial Group (TSFG) first reported a position in IYM in Q3 2021 and held it in 18 quarters. The position peaked at $19K in Q1 2022. 246 funds tracked by Wall St. Rank hold IYM as of Q1 2026.

TS Financial Group (TSFG) reported no remaining iShares US Basic Materials ETF position as of Q1 2026 after selling out during the quarter.
TS Financial Group (TSFG) sold 27 iShares US Basic Materials ETF shares in Q1 2026, an estimated $4K.
TS Financial Group (TSFG) first reported a position in iShares US Basic Materials ETF in Q3 2021 and held it in 18 quarters.
TS Financial Group (TSFG)'s iShares US Basic Materials ETF position peaked at $19K in Q1 2022.
246 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q1 2026, filed 27 Apr 2026.