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IYMIYM
Showing 8 of 26 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in ISHARES TR

Yes. Osaic holds 62,411 shares of IYM, worth $11.2M, as of its Q2 2026 13F filing. It increased the position by 33,906 shares (+119.0%) from Q1 2026. Osaic has held IYM in every 13F on record since Q1 2020, 26 quarterly filings.

Current Value

$11.2M

Current Shares

62,411

Total Value Change

+$8.7M

Total Shares Change

+45,783

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
62,411
+119.0%
$11.2M0.0%$178.96
45
2026-Q1
Increased
28,505
+41.8%
$5M0.0%$174.90
36
2025-Q4
Increased
20,099
+18.4%
$3.1M0.0%$152.66
31
2025-Q3
Decreased
16,970
-6.7%
$2.5M0.0%$146.23
0
2025-Q2
Decreased
18,195
-18.4%
$2.5M0.0%$137.57
0
2025-Q1
Increased
22,311
+26.9%
$3M0.0%$131.99
33
2024-Q4
Increased
17,588
+5.8%
$2.3M0.0%$126.78
28
2024-Q3
Decreased
16,628
-5.5%
$2.5M0.0%$145.91
0

Other major holders of IYM: JPMORGAN CHASE & CO, MANUFACTURERS LIFE INSURANCE COMPANY, THE

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