Wealthstar Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

Wealthstar Advisors’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	$2.16M	Buy	12,037 +1,051	+10%	+$192K	0.63%	20
2026 Q1	$1.93M	Buy	+10,986	New	+$1.92M	0.91%	18
2024 Q2	–	Sell	-10,855	Closed	-$1.6M	–	92
2024 Q1	$1.6M	Buy	10,855 +49	+0.5%	+$6.73K	0.56%	26
2023 Q4	$1.49M	Buy	+10,806	New	+$1.39M	0.24%	24
2021 Q3	–	Sell	-15,928	Closed	-$2.07M	–	111
2021 Q2	$2.07M	Buy	+15,928	New	+$2.13M	0.65%	22

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

Wealthstar Advisors's IYM Position: Q2 2026 in Review

Wealthstar Advisors increased its iShares US Basic Materials ETF (IYM) stake by 9.6% in Q2 2026, buying an estimated $192K and bringing the position to 12,037 shares worth $2.16M. The position accounts for 0.63% of the portfolio, ranked #20.

Wealthstar Advisors first reported a position in IYM in Q2 2021 and has held it in 5 quarters since. 273 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

Wealthstar Advisors held 12,037 shares of iShares US Basic Materials ETF worth $2.16M as of Q2 2026.
Wealthstar Advisors bought 1,051 iShares US Basic Materials ETF shares in Q2 2026, an estimated $192K.
iShares US Basic Materials ETF made up 0.63% of Wealthstar Advisors's portfolio in Q2 2026, its #20 holding.
Wealthstar Advisors first reported a position in iShares US Basic Materials ETF in Q2 2021 and has held it in 5 quarters since.
273 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on Wealthstar Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.