WhitTier Trust Company’s iShares US Basic Materials ETF IYM Stock Holding History

WhitTier Trust Company’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	$148K	Hold	829	–	–	﹤0.01%	550
2026 Q1	$148K	Sell	829 -834	-50%	-$146K	﹤0.01%	536
2025 Q4	$271K	Sell	1,663 -837	-33%	-$124K	0.01%	441
2025 Q3	$374K	Hold	2,500	–	–	0.01%	386
2025 Q2	$350K	Hold	2,500	–	–	0.01%	437
2025 Q1	$337K	Buy	2,500 +1,671	+202%	+$228K	0.01%	440
2024 Q4	$108K	Buy	829 +329	+66%	+$47.5K	﹤0.01%	594
2024 Q3	$75.1K	Hold	500	–	–	﹤0.01%	662
2024 Q2	$70K	Hold	500	–	–	﹤0.01%	629
2024 Q1	$73.9K	Hold	500	–	–	﹤0.01%	615
2023 Q4	$69.1K	Hold	500	–	–	﹤0.01%	619
2023 Q3	$63.2K	Hold	500	–	–	﹤0.01%	606
2023 Q2	$66.5K	Hold	500	–	–	﹤0.01%	622
2023 Q1	$66.3K	Hold	500	–	–	﹤0.01%	610
2022 Q4	$62.4K	Hold	500	–	–	﹤0.01%	632
2022 Q3	$54K	Hold	500	–	–	﹤0.01%	654
2022 Q2	$59K	Hold	500	–	–	﹤0.01%	646
2022 Q1	$75K	Hold	500	–	–	﹤0.01%	611
2021 Q4	$70K	Hold	500	–	–	﹤0.01%	624
2021 Q3	$62K	Hold	500	–	–	﹤0.01%	642
2021 Q2	$65K	Hold	500	–	–	﹤0.01%	614
2021 Q1	$63K	Hold	500	–	–	﹤0.01%	602
2020 Q4	$57K	Hold	500	–	–	﹤0.01%	599
2020 Q3	$49K	Hold	500	–	–	﹤0.01%	606
2020 Q2	$45K	Hold	500	–	–	﹤0.01%	594
2020 Q1	$35K	Sell	500 -550	-52%	-$47.4K	﹤0.01%	613
2019 Q4	$103K	Hold	1,050	–	–	0.01%	481
2019 Q3	$97K	Hold	1,050	–	–	0.01%	494
2019 Q2	$100K	Hold	1,050	–	–	0.01%	490
2019 Q1	$96K	Hold	1,050	–	–	0.01%	486
2018 Q4	$88K	Sell	1,050 -100	-9%	-$8.95K	0.01%	483
2018 Q3	$113K	Hold	1,150	–	–	0.01%	467
2018 Q2	$114K	Sell	1,150 -1,000	-47%	-$100K	0.01%	460
2018 Q1	$207K	Hold	2,150	–	–	0.02%	374
2017 Q4	$220K	Sell	2,150 -2,500	-54%	-$248K	0.02%	344
2017 Q3	$445K	Hold	4,650	–	–	0.04%	269
2017 Q2	$415K	Hold	4,650	–	–	0.04%	269
2017 Q1	$415K	Hold	4,650	–	–	0.04%	268
2016 Q4	$387K	Hold	4,650	–	–	0.04%	262
2016 Q3	$367K	Sell	4,650 -150	-3%	-$11.9K	0.04%	265
2016 Q2	$365K	Sell	4,800 -500	-9%	-$38.2K	0.04%	270
2016 Q1	$388K	Sell	5,300 -900	-15%	-$60.5K	0.05%	258
2015 Q4	$437K	Sell	6,200 -250	-4%	-$18K	0.05%	246
2015 Q3	$417K	Sell	6,450 -75	-1%	-$5.45K	0.05%	253
2015 Q2	$525K	Hold	6,525	–	–	0.06%	245
2015 Q1	$534K	Hold	6,525	–	–	0.06%	243
2014 Q4	$538K	Hold	6,525	–	–	0.06%	247
2014 Q3	$562K	Hold	6,525	–	–	0.06%	237
2014 Q2	$571K	Hold	6,525	–	–	0.06%	238
2014 Q1	$544K	Hold	6,525	–	–	0.06%	226
2013 Q4	$531K	Hold	6,525	–	–	0.06%	227
2013 Q3	$483K	Sell	6,525 -150	-2%	-$10.8K	0.06%	226
2013 Q2	$447K	Buy	+6,675	New	+$467K	0.06%	225

Other funds holding IYM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

SFS

Sharp Financial Services Horsham, Pennsylvania $216M AUM 23.88% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WhitTier Trust Company's IYM Position: Q2 2026 in Review

WhitTier Trust Company held its iShares US Basic Materials ETF (IYM) position steady in Q2 2026 at 829 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

WhitTier Trust Company first reported a position in IYM in Q2 2013 and has held it in 53 quarters since. The position peaked at $571K in Q2 2014. 116 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

WhitTier Trust Company held 829 shares of iShares US Basic Materials ETF worth $148K as of Q2 2026.
WhitTier Trust Company left its iShares US Basic Materials ETF share count unchanged in Q2 2026.
iShares US Basic Materials ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #550 holding.
WhitTier Trust Company first reported a position in iShares US Basic Materials ETF in Q2 2013 and has held it in 53 quarters since.
WhitTier Trust Company's iShares US Basic Materials ETF position peaked at $571K in Q2 2014.
116 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.