Wealth Management Partners
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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
Q3 		$816K Buy
4,579
+68
+2% +$12.5K 0.19% 87
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% -$3.3K 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

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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
Conservest Capital Advisors
Conservest Capital Advisors Wynnewood, Pennsylvania $1.28B AUM 17.34% 1-Year Est. Return
Three Seasons Wealth
Three Seasons Wealth Salt Lake City, Utah $1.12B AUM 34.1% 1-Year Est. Return
Financial Planning Fort Collins
Financial Planning Fort Collins Fort Collins, Colorado $137M AUM 12.62% 1-Year Est. Return

Wealth Management Partners's IYM Position: Q3 2026 in Review

Wealth Management Partners increased its iShares US Basic Materials ETF (IYM) stake by 1.5% in Q3 2026, buying an estimated $12.5K and bringing the position to 4,579 shares worth $816K. The position accounts for 0.19% of the portfolio, ranked #87.

Wealth Management Partners first reported a position in IYM in Q2 2021 and has held it in 22 quarters since. 130 funds tracked by Wall St. Rank hold IYM as of Q3 2026.

  • Wealth Management Partners held 4,579 shares of iShares US Basic Materials ETF worth $816K as of Q3 2026.
  • Wealth Management Partners bought 68 iShares US Basic Materials ETF shares in Q3 2026, an estimated $12.5K.
  • iShares US Basic Materials ETF made up 0.19% of Wealth Management Partners's portfolio in Q3 2026, its #87 holding.
  • Wealth Management Partners first reported a position in iShares US Basic Materials ETF in Q2 2021 and has held it in 22 quarters since.
  • 130 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2026.

Based on Wealth Management Partners's 13F filing for Q3 2026, filed 21 Oct 2026.