Turtle Creek Wealth Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$37K Hold
206
﹤0.01% 491
2026
Q1
$36.2K Buy
+206
New +$36K ﹤0.01% 438
2024
Q3
Sell
-206
Closed -$28.8K 186
2024
Q2
$28.8K Hold
206
0.01% 179
2024
Q1
$30.4K Hold
206
0.01% 171
2023
Q4
$28.5K Buy
+206
New +$26.4K 0.01% 359

Other funds holding IYM

Turtle Creek Wealth Advisors's IYM Position: Q2 2026 in Review

Turtle Creek Wealth Advisors held its iShares US Basic Materials ETF (IYM) position steady in Q2 2026 at 206 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Turtle Creek Wealth Advisors first reported a position in IYM in Q4 2023 and has held it in 5 quarters since. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Turtle Creek Wealth Advisors held 206 shares of iShares US Basic Materials ETF worth $37K as of Q2 2026.
  • Turtle Creek Wealth Advisors left its iShares US Basic Materials ETF share count unchanged in Q2 2026.
  • iShares US Basic Materials ETF made up ﹤0.01% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #491 holding.
  • Turtle Creek Wealth Advisors first reported a position in iShares US Basic Materials ETF in Q4 2023 and has held it in 5 quarters since.
  • 272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.