Westside Investment Management’s iShares US Basic Materials ETF IYM Stock Holding History

Westside Investment Management’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	$28.1K	Hold	160	–	–	﹤0.01%	763
2025 Q4	$24.6K	Hold	160	–	–	﹤0.01%	800
2025 Q3	$23.7K	Hold	160	–	–	﹤0.01%	815
2025 Q2	$22.4K	Hold	160	–	–	﹤0.01%	648
2025 Q1	$21.6K	Hold	160	–	–	﹤0.01%	547
2024 Q4	$20.8K	Hold	160	–	–	﹤0.01%	558
2024 Q3	$24K	Hold	160	–	–	0.01%	534
2024 Q2	$22.4K	Hold	160	–	–	0.01%	529
2024 Q1	$23.6K	Hold	160	–	–	0.01%	497
2023 Q4	$22.1K	Hold	160	–	–	0.01%	479
2023 Q3	$20.2K	Hold	160	–	–	0.01%	484
2023 Q2	$21.3K	Hold	160	–	–	0.01%	484
2023 Q1	$21.2K	Hold	160	–	–	0.01%	484
2022 Q4	$19	Buy	+160	New	+$19.7K	﹤0.01%	531

Other funds holding IYM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Westside Investment Management's IYM Position: Q1 2026 in Review

Westside Investment Management held its iShares US Basic Materials ETF (IYM) position steady in Q1 2026 at 160 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #763.

Westside Investment Management first reported a position in IYM in Q4 2022 and has held it in 14 quarters since. 246 funds tracked by Wall St. Rank hold IYM as of Q1 2026.

Westside Investment Management held 160 shares of iShares US Basic Materials ETF worth $28.1K as of Q1 2026.
Westside Investment Management left its iShares US Basic Materials ETF share count unchanged in Q1 2026.
iShares US Basic Materials ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q1 2026, its #763 holding.
Westside Investment Management first reported a position in iShares US Basic Materials ETF in Q4 2022 and has held it in 14 quarters since.
246 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.