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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

USA Financial Formulas's IYM Position: Q2 2026 in Review

USA Financial Formulas opened a new position in iShares US Basic Materials ETF (IYM) in Q2 2026: 354,526 shares worth $63.6M. The stake represents 11.65% of the portfolio and ranks #1 among its holdings. This is a return to the name: USA Financial Formulas previously reported a position in IYM as recently as Q3 2023.

USA Financial Formulas first reported a position in IYM in Q3 2020 and has held it in 9 quarters since. 273 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

USA Financial Formulas held 354,526 shares of iShares US Basic Materials ETF worth $63.6M as of Q2 2026.
iShares US Basic Materials ETF was a new USA Financial Formulas position in Q2 2026.
iShares US Basic Materials ETF made up 11.65% of USA Financial Formulas's portfolio in Q2 2026, its #1 holding.
USA Financial Formulas first reported a position in iShares US Basic Materials ETF in Q3 2020 and has held it in 9 quarters since.
273 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.