Vima LLC
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Vima LLC’s iShares US Basic Materials ETF IYM Stock Holding History

Vima LLC’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 		$30.5K Sell
171
-112
-40% -$20.6K 0.03% 189
2026
Q2 		$50.7K Buy
+283
New +$51.8K 0.05% 153
2024
Q2 		– Sell
-641
Closed -$84.9K – 209
2024
Q1 		$84.9K Sell
641
-220
-26% -$30.2K 0.1% 71
2023
Q4 		$119K Buy
+861
New +$111K 0.27% 67

Other funds holding IYM

AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Summit Financial Consulting
Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
Financial Planning Fort Collins
Financial Planning Fort Collins Fort Collins, Colorado $137M AUM 12.62% 1-Year Est. Return
Lifestyle Asset Management
Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $354M AUM 38.71% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Vima LLC's IYM Position: Q3 2026 in Review

Vima LLC reduced its iShares US Basic Materials ETF (IYM) stake by 40% in Q3 2026, selling an estimated $20.6K and leaving 171 shares worth $30.5K. The position accounts for 0.03% of the portfolio, ranked #189.

Vima LLC first reported a position in IYM in Q4 2023 and has held it in 4 quarters since. The position peaked at $119K in Q4 2023. 91 funds tracked by Wall St. Rank hold IYM as of Q3 2026.

  • Vima LLC held 171 shares of iShares US Basic Materials ETF worth $30.5K as of Q3 2026.
  • Vima LLC sold 112 iShares US Basic Materials ETF shares in Q3 2026, an estimated $20.6K.
  • iShares US Basic Materials ETF made up 0.03% of Vima LLC's portfolio in Q3 2026, its #189 holding.
  • Vima LLC first reported a position in iShares US Basic Materials ETF in Q4 2023 and has held it in 4 quarters since.
  • Vima LLC's iShares US Basic Materials ETF position peaked at $119K in Q4 2023.
  • 91 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2026.

Based on Vima LLC's 13F filing for Q3 2026, filed 23 Oct 2026.