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Wealth Management Partners’s iShares US Basic Materials ETF IYM Stock Holding History

Wealth Management Partners’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 		$810K Buy
4,511
+99
+2% +$18.1K 0.19% 92
2026
Q1 		$776K Buy
4,412
+1,544
+54% +$270K 0.22% 83
2025
Q4 		$442K Buy
2,868
+334
+13% +$49.5K 0.13% 105
2025
Q3 		$376K Buy
2,534
+84
+3% +$12.3K 0.12% 109
2025
Q2 		$351K Sell
2,450
-109
-4% -$14.5K 0.12% 104
2025
Q1 		$345K Hold
2,559
– – 0.16% 88
2024
Q4 		$332K Hold
2,559
– – 0.14% 92
2024
Q3 		$384K Buy
2,559
+48
+2% +$6.85K 0.18% 85
2024
Q2 		$352K Hold
2,511
– – 0.17% 79
2024
Q1 		$371K Sell
2,511
-24
-0.9% -$3.29K 0.19% 83
2023
Q4 		$350K Buy
2,535
+42
+2% +$5.39K 0.2% 81
2023
Q3 		$315K Sell
2,493
-284
-10% -$37.5K 0.2% 79
2023
Q2 		$369K Sell
2,777
-37
-1% -$4.77K 0.23% 78
2023
Q1 		$373K Sell
2,814
-186
-6% -$24.7K 0.26% 75
2022
Q4 		$338K Hold
3,000
– – 0.28% 68
2022
Q3 		$301K Hold
3,000
– – 0.26% 71
2022
Q2 		$345K Hold
3,000
– – 0.3% 66
2022
Q1 		$520K Hold
3,000
– – 0.37% 56
2021
Q4 		$438K Sell
3,000
-121
-4% -$16.3K 0.3% 69
2021
Q3 		$389K Sell
3,121
-1,372
-31% -$179K 0.29% 70
2021
Q2 		$586K Buy
+4,493
New +$601K 0.41% 59

Other funds holding IYM

Bank of America
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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
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
CB
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 Management Partners's IYM Position: Q2 2026 in Review

Wealth Management Partners increased its iShares US Basic Materials ETF (IYM) stake by 2.2% in Q2 2026, buying an estimated $18.1K and bringing the position to 4,511 shares worth $810K. The position accounts for 0.19% of the portfolio, ranked #92.

Wealth Management Partners first reported a position in IYM in Q2 2021 and has held it in 21 quarters since. 273 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Wealth Management Partners held 4,511 shares of iShares US Basic Materials ETF worth $810K as of Q2 2026.
  • Wealth Management Partners bought 99 iShares US Basic Materials ETF shares in Q2 2026, an estimated $18.1K.
  • iShares US Basic Materials ETF made up 0.19% of Wealth Management Partners's portfolio in Q2 2026, its #92 holding.
  • Wealth Management Partners first reported a position in iShares US Basic Materials ETF in Q2 2021 and has held it in 21 quarters since.
  • 273 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.