VisionPoint Advisory Group
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VisionPoint Advisory Group’s iShares US Basic Materials ETF IYM Stock Holding History

VisionPoint Advisory 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
2026
Q3 		– Sell
-4,790
Closed -$860K – 489
2026
Q2 		$860K Buy
+4,790
New +$877K 0.14% 167

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VisionPoint Advisory Group's IYM Position: Q3 2026 in Review

VisionPoint Advisory Group sold out of iShares US Basic Materials ETF (IYM) in Q3 2026, closing a stake of 4,790 shares — an estimated $860K sold.

VisionPoint Advisory Group first reported a position in IYM in Q2 2026 and held it in 1 quarter. The position peaked at $860K in Q2 2026. 57 funds tracked by Wall St. Rank hold IYM as of Q3 2026.

  • VisionPoint Advisory Group reported no remaining iShares US Basic Materials ETF position as of Q3 2026 after selling out during the quarter.
  • VisionPoint Advisory Group sold 4,790 iShares US Basic Materials ETF shares in Q3 2026, an estimated $860K.
  • VisionPoint Advisory Group first reported a position in iShares US Basic Materials ETF in Q2 2026 and held it in 1 quarter.
  • VisionPoint Advisory Group's iShares US Basic Materials ETF position peaked at $860K in Q2 2026.
  • 57 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.