UBS Group
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UBS Group’s iShares US Basic Materials ETF IYM Stock Holding History

UBS Group’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 		$14.6M Buy
81,336
+391
+0.5% +$71.6K ﹤0.01% 3018
2026
Q1 		$14.2M Buy
80,945
+1,276
+2% +$223K ﹤0.01% 2961
2025
Q4 		$12.3M Buy
79,669
+1,592
+2% +$236K ﹤0.01% 3079
2025
Q3 		$11.6M Sell
78,077
-1,296
-2% -$189K ﹤0.01% 3129
2025
Q2 		$11.1M Sell
79,373
-6,051
-7% -$804K ﹤0.01% 2973
2025
Q1 		$11.5M Sell
85,424
-16,097
-16% -$2.19M ﹤0.01% 2875
2024
Q4 		$13.2M Sell
101,521
-3,234
-3% -$467K ﹤0.01% 2764
2024
Q3 		$15.7M Sell
104,755
-39,540
-27% -$5.64M ﹤0.01% 2018
2024
Q2 		$20.2M Buy
144,295
+6,251
+5% +$899K 0.01% 1660
2024
Q1 		$20.4M Sell
138,044
-2,156
-2% -$296K 0.01% 1672
2023
Q4 		$19.4M Buy
140,200
+8,647
+7% +$1.11M 0.01% 1605
2023
Q3 		$16.6M Sell
131,553
-21,318
-14% -$2.82M 0.01% 1617
2023
Q2 		$20.3M Buy
152,871
+417
+0.3% +$53.7K 0.01% 1437
2023
Q1 		$20.2M Sell
152,454
-11,618
-7% -$1.54M 0.01% 1383
2022
Q4 		$20.5M Sell
164,072
-22,003
-12% -$2.71M 0.01% 1399
2022
Q3 		$20.1M Buy
186,075
+2,661
+1% +$319K 0.01% 1271
2022
Q2 		$21.6M Buy
183,414
+4,342
+2% +$600K 0.01% 1258
2022
Q1 		$26.8M Sell
179,072
-20,727
-10% -$2.86M 0.01% 1224
2021
Q4 		$28M Buy
199,799
+15,360
+8% +$2.07M 0.01% 1346
2021
Q3 		$23M Buy
184,439
+3,554
+2% +$463K 0.01% 1396
2021
Q2 		$23.6M Buy
180,885
+83,657
+86% +$11.2M 0.01% 1367
2021
Q1 		$12.2M Buy
97,228
+51,582
+113% +$6.16M ﹤0.01% 1785
2020
Q4 		$5.18M Buy
45,646
+13,165
+41% +$1.4M ﹤0.01% 2413
2020
Q3 		$3.21M Buy
32,481
+242
+0.8% +$23.8K ﹤0.01% 2612
2020
Q2 		$2.88M Sell
32,239
-2,554
-7% -$211K ﹤0.01% 2538
2020
Q1 		$2.41M Sell
34,793
-47,799
-58% -$4.12M ﹤0.01% 2584
2019
Q4 		$8.09M Sell
82,592
-860
-1% -$80.8K ﹤0.01% 2146
2019
Q3 		$7.7M Buy
83,452
+2,994
+4% +$276K ﹤0.01% 1978
2019
Q2 		$7.64M Sell
80,458
-3,607
-4% -$331K ﹤0.01% 1977
2019
Q1 		$7.68M Sell
84,065
-33,409
-28% -$3M ﹤0.01% 1870
2018
Q4 		$9.86M Buy
117,474
+22,657
+24% +$2.03M ﹤0.01% 1581
2018
Q3 		$9.33M Sell
94,817
-12,274
-11% -$1.23M ﹤0.01% 1834
2018
Q2 		$10.6M Sell
107,091
-3,161
-3% -$316K ﹤0.01% 1697
2018
Q1 		$10.6M Sell
110,252
-17,063
-13% -$1.75M ﹤0.01% 1634
2017
Q4 		$13M Buy
127,315
+9,937
+8% +$986K 0.01% 1521
2017
Q3 		$11.2M Sell
117,378
-12,130
-9% -$1.12M 0.01% 1517
2017
Q2 		$11.6M Sell
129,508
-8,384
-6% -$745K 0.01% 1423
2017
Q1 		$12.3M Sell
137,892
-13,541
-9% -$1.19M 0.01% 1336
2016
Q4 		$12.6M Buy
151,433
+70,098
+86% +$5.67M 0.01% 1329
2016
Q3 		$6.42M Buy
81,335
+17,000
+26% +$1.35M ﹤0.01% 1802
2016
Q2 		$4.89M Sell
64,335
-2,308
-3% -$176K ﹤0.01% 1966
2016
Q1 		$4.88M Sell
66,643
-31,454
-32% -$2.11M ﹤0.01% 1888
2015
Q4 		$6.92M Buy
98,097
+24,517
+33% +$1.77M ﹤0.01% 1700
2015
Q3 		$4.76M Buy
73,580
+15,156
+26% +$1.1M ﹤0.01% 1962
2015
Q2 		$4.71M Sell
58,424
-851
-1% -$71.6K ﹤0.01% 2138
2015
Q1 		$4.86M Sell
59,275
-15,353
-21% -$1.27M ﹤0.01% 2103
2014
Q4 		$6.16M Buy
+74,628
New +$6.2M ﹤0.01% 1907

Other funds holding IYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $331M AUM 81.85% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

UBS Group's IYM Position: Q2 2026 in Review

UBS Group increased its iShares US Basic Materials ETF (IYM) stake by 0.48% in Q2 2026, buying an estimated $71.6K and bringing the position to 81,336 shares worth $14.6M. The position accounts for ﹤0.01% of the portfolio, ranked #3018.

UBS Group first reported a position in IYM in Q4 2014 and has held it in 47 quarters since. The position peaked at $28M in Q4 2021. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • UBS Group held 81,336 shares of iShares US Basic Materials ETF worth $14.6M as of Q2 2026.
  • UBS Group bought 391 iShares US Basic Materials ETF shares in Q2 2026, an estimated $71.6K.
  • iShares US Basic Materials ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3018 holding.
  • UBS Group first reported a position in iShares US Basic Materials ETF in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's iShares US Basic Materials ETF position peaked at $28M in Q4 2021.
  • 272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.