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United Capital Financial Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

United Capital Financial Advisors’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 		$540K Hold
3,068
– – ﹤0.01% 1030
2025
Q4 		$472K Buy
3,068
+31
+1% +$4.59K ﹤0.01% 989
2025
Q3 		$450K Hold
3,037
– – ﹤0.01% 889
2025
Q2 		$425K Sell
3,037
-306
-9% -$40.6K ﹤0.01% 818
2025
Q1 		$451K Hold
3,343
– – ﹤0.01% 777
2024
Q4 		$434K Hold
3,343
– – ﹤0.01% 773
2024
Q3 		$502K Sell
3,343
-37
-1% -$5.28K ﹤0.01% 726
2024
Q2 		$473K Buy
3,380
+420
+14% +$60.4K ﹤0.01% 720
2024
Q1 		$437K Buy
2,960
+425
+17% +$58.4K ﹤0.01% 768
2023
Q4 		$350K Sell
2,535
-228
-8% -$29.3K ﹤0.01% 817
2023
Q3 		$349K Sell
2,763
-410
-13% -$54.2K ﹤0.01% 707
2023
Q2 		$422K Sell
3,173
-111
-3% -$14.3K ﹤0.01% 706
2023
Q1 		$435K Sell
3,284
-664
-17% -$88.3K ﹤0.01% 750
2022
Q4 		$493K Sell
3,948
-624
-14% -$76.7K ﹤0.01% 760
2022
Q3 		$494K Buy
4,572
+2
+0% +$240 ﹤0.01% 765
2022
Q2 		$538K Sell
4,570
-52
-1% -$7.19K ﹤0.01% 779
2022
Q1 		$691K Sell
4,622
-307
-6% -$42.4K ﹤0.01% 761
2021
Q4 		$691K Sell
4,929
-237
-5% -$31.9K ﹤0.01% 780
2021
Q3 		$643K Buy
5,166
+37
+0.7% +$4.82K ﹤0.01% 795
2021
Q2 		$669K Sell
5,129
-711
-12% -$95.1K ﹤0.01% 798
2021
Q1 		$733K Sell
5,840
-107
-2% -$12.8K ﹤0.01% 748
2020
Q4 		$674K Sell
5,947
-183
-3% -$19.5K ﹤0.01% 774
2020
Q3 		$605K Sell
6,130
-53
-0.9% -$5.2K ﹤0.01% 781
2020
Q2 		$552K Sell
6,183
-3,740
-38% -$309K ﹤0.01% 834
2020
Q1 		$687K Sell
9,923
-90,504
-90% -$7.79M 0.01% 715
2019
Q4 		$9.77M Buy
100,427
+391
+0.4% +$36.7K 0.06% 315
2019
Q3 		$9.23M Buy
100,036
+1,922
+2% +$177K 0.06% 302
2019
Q2 		$9.32M Buy
98,114
+698
+0.7% +$64.1K 0.06% 305
2019
Q1 		$8.91M Buy
97,416
+2,290
+2% +$206K 0.06% 312
2018
Q4 		$7.99M Sell
95,126
-87,503
-48% -$7.83M 0.06% 293
2018
Q3 		$18M Sell
182,629
-25,605
-12% -$2.57M 0.13% 176
2018
Q2 		$20.6M Sell
208,234
-53,125
-20% -$5.31M 0.15% 147
2018
Q1 		$25.1M Buy
261,359
+49,741
+24% +$5.1M 0.19% 125
2017
Q4 		$21.7M Sell
211,618
-31,598
-13% -$3.14M 0.17% 137
2017
Q3 		$23.3M Sell
243,216
-35,566
-13% -$3.29M 0.2% 116
2017
Q2 		$24.9M Buy
278,782
+65,307
+31% +$5.8M 0.22% 103
2017
Q1 		$19M Sell
213,475
-21,017
-9% -$1.84M 0.18% 129
2016
Q4 		$19.5M Sell
234,492
-34,774
-13% -$2.81M 0.19% 113
2016
Q3 		$21.3M Buy
269,266
+55,353
+26% +$4.39M 0.21% 111
2016
Q2 		$16.3M Buy
213,913
+126,085
+144% +$9.62M 0.17% 138
2016
Q1 		$6.47M Buy
87,828
+3,531
+4% +$237K 0.07% 285
2015
Q4 		$5.95M Buy
84,297
+1,728
+2% +$125K 0.07% 297
2015
Q3 		$5.35M Buy
82,569
+2,080
+3% +$151K 0.06% 306
2015
Q2 		$6.49M Sell
80,489
-1,285
-2% -$108K 0.08% 297
2015
Q1 		$6.91M Buy
81,774
+76,336
+1,404% +$6.33M 0.08% 286
2014
Q4 		$448K Sell
5,438
-276,452
-98% -$23M 0.01% 855
2014
Q3 		$24.3M Buy
+281,890
New +$24.7M 0.42% 59

Other funds holding IYM

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CB
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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

United Capital Financial Advisors's IYM Position: Q1 2026 in Review

United Capital Financial Advisors held its iShares US Basic Materials ETF (IYM) position steady in Q1 2026 at 3,068 shares worth $540K. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

United Capital Financial Advisors first reported a position in IYM in Q3 2014 and has held it in 47 quarters since. The position peaked at $25.1M in Q1 2018. 246 funds tracked by Wall St. Rank hold IYM as of Q1 2026.

  • United Capital Financial Advisors held 3,068 shares of iShares US Basic Materials ETF worth $540K as of Q1 2026.
  • United Capital Financial Advisors left its iShares US Basic Materials ETF share count unchanged in Q1 2026.
  • iShares US Basic Materials ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1030 holding.
  • United Capital Financial Advisors first reported a position in iShares US Basic Materials ETF in Q3 2014 and has held it in 47 quarters since.
  • United Capital Financial Advisors's iShares US Basic Materials ETF position peaked at $25.1M in Q1 2018.
  • 246 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.