WA
IYM icon

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
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

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

Wealthstar Advisors's IYM Position: Q1 2026 in Review

Wealthstar Advisors opened a new position in iShares US Basic Materials ETF (IYM) in Q1 2026: 10,986 shares worth $1.93M. The stake represents 0.91% of the portfolio and ranks #18 among its holdings. This is a return to the name: Wealthstar Advisors previously reported a position in IYM as recently as Q1 2024.

Wealthstar Advisors first reported a position in IYM in Q2 2021 and has held it in 4 quarters since. The position peaked at $2.07M in Q2 2021. 246 funds tracked by Wall St. Rank hold IYM as of Q1 2026.

  • Wealthstar Advisors held 10,986 shares of iShares US Basic Materials ETF worth $1.93M as of Q1 2026.
  • iShares US Basic Materials ETF was a new Wealthstar Advisors position in Q1 2026.
  • iShares US Basic Materials ETF made up 0.91% of Wealthstar Advisors's portfolio in Q1 2026, its #18 holding.
  • Wealthstar Advisors first reported a position in iShares US Basic Materials ETF in Q2 2021 and has held it in 4 quarters since.
  • Wealthstar Advisors's iShares US Basic Materials ETF position peaked at $2.07M in Q2 2021.
  • 246 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2026.

Based on Wealthstar Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.