USA FINANCIAL FORMULAS’s iShares US Basic Materials ETF IYM Stock Holding History

USA FINANCIAL FORMULAS’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	$63.6M	Buy	+354,526	New	+$64.9M	11.65%	1

Other funds holding IYM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

SFS

Sharp Financial Services Horsham, Pennsylvania $216M AUM 23.88% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $351M AUM

USA FINANCIAL FORMULAS's IYM Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in iShares US Basic Materials ETF (IYM) in Q2 2026: 354,526 shares worth $63.6M. The stake represents 11.65% of the portfolio and ranks #1 among its holdings.

127 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

USA FINANCIAL FORMULAS held 354,526 shares of iShares US Basic Materials ETF worth $63.6M as of Q2 2026.
iShares US Basic Materials ETF was a new USA FINANCIAL FORMULAS position in Q2 2026.
iShares US Basic Materials ETF made up 11.65% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #1 holding.
127 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.