Wealth Enhancement Advisory Services’s iShares US Basic Materials ETF IYM Stock Holding History

Wealth Enhancement Advisory Services’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	$741K	Sell	4,159 -184	-4%	-$33.7K	﹤0.01%	2323
2026 Q1	$776K	Buy	4,343 +343	+9%	+$60K	﹤0.01%	1976
2025 Q4	$652K	Buy	4,000 +69	+2%	+$10.2K	﹤0.01%	2278
2025 Q3	$590K	Buy	3,931 +113	+3%	+$16.5K	﹤0.01%	2229
2025 Q2	$552K	Buy	3,818 +196	+5%	+$26K	﹤0.01%	2154
2025 Q1	$488K	Buy	3,622 +527	+17%	+$71.8K	﹤0.01%	2086
2024 Q4	$402K	Buy	3,095 +1,629	+111%	+$235K	﹤0.01%	2148
2024 Q3	$220K	Buy	1,466 +17	+1%	+$2.43K	﹤0.01%	2393
2024 Q2	$203K	Sell	1,449 -6	-0.4%	-$863	﹤0.01%	2291
2024 Q1	$215K	Buy	1,455 +2	+0.1%	+$275	﹤0.01%	2144
2023 Q4	$201K	Buy	+1,453	New	+$187K	﹤0.01%	2089

Other funds holding IYM

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

UFF

USA Financial Formulas Ada, Michigan $546M AUM 39.63% 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

Wealth Enhancement Advisory Services's IYM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares US Basic Materials ETF (IYM) stake by 4.2% in Q2 2026, selling an estimated $33.7K and leaving 4,159 shares worth $741K. The position accounts for ﹤0.01% of the portfolio, ranked #2323.

Wealth Enhancement Advisory Services first reported a position in IYM in Q4 2023 and has held it in 11 quarters since. The position peaked at $776K in Q1 2026. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

Wealth Enhancement Advisory Services held 4,159 shares of iShares US Basic Materials ETF worth $741K as of Q2 2026.
Wealth Enhancement Advisory Services sold 184 iShares US Basic Materials ETF shares in Q2 2026, an estimated $33.7K.
iShares US Basic Materials ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2323 holding.
Wealth Enhancement Advisory Services first reported a position in iShares US Basic Materials ETF in Q4 2023 and has held it in 11 quarters since.
Wealth Enhancement Advisory Services's iShares US Basic Materials ETF position peaked at $776K in Q1 2026.
272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.