UFPG
IYM icon

United Financial Planning Group’s iShares US Basic Materials ETF IYM Stock Holding History

United Financial Planning 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
2025
Q4 		– Sell
-276
Closed -$57K – 500
2025
Q3 		$57K Buy
+276
New +$40.3K 0.04% 77

Other funds holding IYM

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

United Financial Planning Group's IYM Position: Q4 2025 in Review

United Financial Planning Group sold out of iShares US Basic Materials ETF (IYM) in Q4 2025, closing a stake of 276 shares — an estimated $57K sold.

United Financial Planning Group first reported a position in IYM in Q3 2025 and held it in 1 quarter. The position peaked at $57K in Q3 2025. 200 funds tracked by Wall St. Rank hold IYM as of Q4 2025.

  • United Financial Planning Group reported no remaining iShares US Basic Materials ETF position as of Q4 2025 after selling out during the quarter.
  • United Financial Planning Group sold 276 iShares US Basic Materials ETF shares in Q4 2025, an estimated $57K.
  • United Financial Planning Group first reported a position in iShares US Basic Materials ETF in Q3 2025 and held it in 1 quarter.
  • United Financial Planning Group's iShares US Basic Materials ETF position peaked at $57K in Q3 2025.
  • 200 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2025.

Based on United Financial Planning Group's 13F filing for Q4 2025, filed 11 Feb 2026.