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 Q3	–	Sell	-354,526	Closed	-$63.6M	–	461
2026 Q2	$63.6M	Buy	+354,526	New	+$64.9M	11.65%	1
2023 Q4	–	Sell	-7	Closed	-$884	–	446
2023 Q3	$884	Hold	7	–	–	﹤0.01%	409
2023 Q2	$931	Hold	7	–	–	﹤0.01%	381
2023 Q1	$928	Buy	+7	New	+$931	﹤0.01%	302
2022 Q3	$1K	Buy	10 +1	+11%	+$120	﹤0.01%	244
2022 Q2	$1K	Buy	+9	New	+$1.24K	﹤0.01%	270
2021 Q4	–	Sell	-38	Closed	-$5K	–	437
2021 Q3	$5K	Buy	+38	New	+$4.95K	﹤0.01%	271
2021 Q1	–	Sell	-58	Closed	-$7K	–	385
2020 Q4	$7K	Buy	58 +28	+93%	+$2.98K	0.01%	192
2020 Q3	$3K	Buy	+30	New	+$2.94K	﹤0.01%	198

Other funds holding IYM

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.9B AUM 22.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return

BPI

BFC Planning, Inc. Cedar Rapids, Iowa $2.55B AUM 30.11% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

USA Financial Formulas's IYM Position: Q3 2026 in Review

USA Financial Formulas sold out of iShares US Basic Materials ETF (IYM) in Q3 2026, closing a stake of 354,526 shares — an estimated $63.6M sold.

USA Financial Formulas first reported a position in IYM in Q3 2020 and held it in 9 quarters. The position peaked at $63.6M in Q2 2026. 194 funds tracked by Wall St. Rank hold IYM as of Q3 2026.

USA Financial Formulas reported no remaining iShares US Basic Materials ETF position as of Q3 2026 after selling out during the quarter.
USA Financial Formulas sold 354,526 iShares US Basic Materials ETF shares in Q3 2026, an estimated $63.6M.
USA Financial Formulas first reported a position in iShares US Basic Materials ETF in Q3 2020 and held it in 9 quarters.
USA Financial Formulas's iShares US Basic Materials ETF position peaked at $63.6M in Q2 2026.
194 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2026.

Based on USA Financial Formulas's 13F filing for Q3 2026, filed 16 Oct 2026.