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Wealthspire Advisors (New York)’s iShares US Basic Materials ETF IYM Stock Holding History

Wealthspire Advisors (New York)’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 		– Sell
-2,523
Closed -$444K – 1312
2026
Q1 		$444K Sell
2,523
-43
-2% -$7.52K ﹤0.01% 609
2025
Q4 		$395K Buy
2,566
+1,552
+153% +$230K ﹤0.01% 695
2025
Q3 		$150K Buy
+1,014
New +$148K ﹤0.01% 885

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

Wealthspire Advisors (New York)'s IYM Position: Q2 2026 in Review

Wealthspire Advisors (New York) sold out of iShares US Basic Materials ETF (IYM) in Q2 2026, closing a stake of 2,523 shares — an estimated $444K sold.

Wealthspire Advisors (New York) first reported a position in IYM in Q3 2025 and held it in 3 quarters. The position peaked at $444K in Q1 2026. 274 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Wealthspire Advisors (New York) reported no remaining iShares US Basic Materials ETF position as of Q2 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 2,523 iShares US Basic Materials ETF shares in Q2 2026, an estimated $444K.
  • Wealthspire Advisors (New York) first reported a position in iShares US Basic Materials ETF in Q3 2025 and held it in 3 quarters.
  • Wealthspire Advisors (New York)'s iShares US Basic Materials ETF position peaked at $444K in Q1 2026.
  • 274 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.