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iShares Dow Jones US Basic Mater. shares owned by Modern Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones US Basic Mater. (IYM) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in iShares Dow Jones US Basic Mater.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Basic Mater. held by Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Basic Mater. by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $16M 91k 179.53

More positions owned by Modern Wealth Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Series Trust St Str P500etf (SPYM)
Putnam Etf Trust Focused Lar Cap (PVAL)
Apple (AAPL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr U S Equity Factr (LRGF)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Total Stk Mkt (VTI)
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)
Microsoft Corporation (MSFT)
Spdr Series Trust ST STR PR SP1500 (SPTM)

View all positions for Modern Wealth Management

Top funds holding iShares Dow Jones US Basic Mater.

Bank of America Corporation
Usa Financial Formulas
Two Sigma Investments
Morgan Stanley
LPL Financial
Assetmark
Camarda Wealth Advisory
Commerce Bank N A
Foundations Investment Advisors
Modern Wealth Management
Wells Fargo & Company
Principal Financial Group
Ameriprise Financial
Cetera Investment Advisers
UBS Group

View all funds holding iShares Dow Jones US Basic Mater.