Virtue Capital Management’s iShares US Basic Materials ETF IYM Stock Holding History

Virtue Capital Management’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	$293K	Sell	1,634 -179	-10%	-$32.8K	0.04%	282
2026 Q1	$311K	Sell	1,813 -159	-8%	-$27.8K	0.05%	250
2025 Q4	$309K	Buy	+1,972	New	+$292K	0.05%	237
2023 Q1	–	Sell	-4,628	Closed	-$577K	–	414
2022 Q4	$577K	Buy	+4,628	New	+$569K	0.09%	177
2022 Q3	–	Sell	-3,945	Closed	-$464K	–	284
2022 Q2	$464K	Buy	+3,945	New	+$545K	0.07%	127
2018 Q1	–	Sell	-2,088	Closed	-$213K	–	592
2017 Q4	$213K	Buy	+2,088	New	+$207K	0.12%	162

Other funds holding IYM

UFF

USA FINANCIAL FORMULAS Ada, Michigan $546M AUM

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SFC

Summit Financial Consulting Sterling Heights, Michigan $147M AUM 17.71% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

SFS

Sharp Financial Services Horsham, Pennsylvania $216M AUM 23.88% 1-Year Est. Return

Virtue Capital Management's IYM Position: Q2 2026 in Review

Virtue Capital Management reduced its iShares US Basic Materials ETF (IYM) stake by 9.9% in Q2 2026, selling an estimated $32.8K and leaving 1,634 shares worth $293K. The position accounts for 0.04% of the portfolio, ranked #282.

Virtue Capital Management first reported a position in IYM in Q4 2017 and has held it in 6 quarters since. The position peaked at $577K in Q4 2022. 154 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

Virtue Capital Management held 1,634 shares of iShares US Basic Materials ETF worth $293K as of Q2 2026.
Virtue Capital Management sold 179 iShares US Basic Materials ETF shares in Q2 2026, an estimated $32.8K.
iShares US Basic Materials ETF made up 0.04% of Virtue Capital Management's portfolio in Q2 2026, its #282 holding.
Virtue Capital Management first reported a position in iShares US Basic Materials ETF in Q4 2017 and has held it in 6 quarters since.
Virtue Capital Management's iShares US Basic Materials ETF position peaked at $577K in Q4 2022.
154 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Virtue Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.