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 Q3	$2.26M	Buy	12,700 +663	+6%	+$122K	0.64%	16
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

Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

Financial Planning Fort Collins Fort Collins, Colorado $137M AUM 12.62% 1-Year Est. Return

Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Wealth Management Partners Tucson, Arizona $426M AUM 43.17% 1-Year Est. Return

Wealthstar Advisors's IYM Position: Q3 2026 in Review

Wealthstar Advisors increased its iShares US Basic Materials ETF (IYM) stake by 5.5% in Q3 2026, buying an estimated $122K and bringing the position to 12,700 shares worth $2.26M. The position accounts for 0.64% of the portfolio, ranked #16.

Wealthstar Advisors first reported a position in IYM in Q2 2021 and has held it in 6 quarters since. 67 funds tracked by Wall St. Rank hold IYM as of Q3 2026.

Wealthstar Advisors held 12,700 shares of iShares US Basic Materials ETF worth $2.26M as of Q3 2026.
Wealthstar Advisors bought 663 iShares US Basic Materials ETF shares in Q3 2026, an estimated $122K.
iShares US Basic Materials ETF made up 0.64% of Wealthstar Advisors's portfolio in Q3 2026, its #16 holding.
Wealthstar Advisors first reported a position in iShares US Basic Materials ETF in Q2 2021 and has held it in 6 quarters since.
67 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2026.

Based on Wealthstar Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.