IYM holdings

Holdings

#	Holding	Type	Weight	Value	Shares / par	Country
1	LINLinde plc Ordinary Share	Equity	19.69%	$267M	554,752	US
2	NEMNewmont Corporation	Equity	10.85%	$147M	1,273,865	US
3	FCXFreeport-McMoran Inc.	Equity	9.10%	$123M	1,735,925	US
4	ECLEcolab, Inc.	Equity	6.31%	$86M	304,105	US
5	APDAir Products & Chemicals, Inc.	Equity	4.43%	$60M	216,077	US
6	FASTFastenal Co	Equity	4.41%	$60M	1,186,649	US
7	NUENucor Corporation	Equity	4.11%	$56M	226,614	US
8	AUAngloGold Ashanti plc	Equity	3.52%	$48M	525,765	ZA
9	STLDSteel Dynamics Inc	Equity	2.99%	$41M	173,371	US
10	IFFInternational Flavors & Fragrances Inc.	Equity	2.25%	$31M	361,344	US
11	RSReliance, Inc.	Equity	2.10%	$29M	71,967	US
12	RGLDRoyal Gold Inc	Equity	2.04%	$28M	119,823	US
13	CRSCarpenter Technology Corp	Equity	1.95%	$26M	68,196	US
14	SCCOSouthern Copper Corporation	Equity	1.93%	$26M	131,653	PE
15	CFCF Industries Holding, Inc.	Equity	1.81%	$25M	216,517	US
16	CDECoeur Mining, Inc.	Equity	1.80%	$24M	1,451,585	US
17	IPInternational Paper Co.	Equity	1.74%	$24M	741,392	US
18	LYBLyondellBasell Industries N.V. Class A	Equity	1.62%	$22M	364,471	US
19	RBCRBC Bearings Incorporated	Equity	1.59%	$22M	44,057	US
20	MLIMueller Industries, Inc.	Equity	1.37%	$19M	306,633	US
21	AVYAvery Dennison Corp.	Equity	1.34%	$18M	108,230	US
22	ALBAlbemarle Corporation	Equity	1.25%	$17M	166,562	US
23	AAAlcoa Corporation	Equity	1.17%	$16M	371,889	US
24	HLHecla Mining Company	Equity	1.10%	$15M	893,410	US
25	SOLSSolstice Advanced Materials Inc. Common Stock	Equity	1.00%	$14M	224,835	US
26	CTVACorteva, Inc. Common Stock	Equity	0.96%	$13M	949,657	US
27	ESIElement Solutions Inc.	Equity	0.87%	$12M	322,486	US
28	TKRThe Timken Company	Equity	0.77%	$10M	90,960	US
29	EMNEastman Chemical Company	Equity	0.75%	$10M	160,366	US
30	CLFCleveland-Cliffs Inc.	Equity	0.72%	$9.7M	799,685	US
31	MPMP Materials Corp.	Equity	0.69%	$9.4M	202,664	US
32	HXLHexcel Corporation	Equity	0.66%	$9.0M	105,746	US
33	MOSThe Mosaic Company	Equity	0.65%	$8.9M	448,797	US
34	NEUNewMarket Corporation	Equity	0.58%	$7.9M	8,690	US
35	CECelanese Corporation Common Stock	Equity	0.51%	$6.9M	154,765	US
36	AUGOAura Minerals Inc. Common Shares	Equity	0.35%	$4.7M	57,360	BR
37	ALMAlmonty Industries Inc. Common Shares	Equity	0.27%	$3.6M	312,329	CA
38	SMGThe Scotts Miracle-Gro Company	Equity	0.23%	$3.2M	62,749	US
39	WLKWestlake Corporation	Equity	0.21%	$2.9M	46,549	US
40	OLNOlin Corp.	Equity	0.18%	$2.5M	160,505	US
41	USDProShares Ultra Semiconductors	Cash	0.06%	$823K	822,512	US
42	XTSLABLK CSH FND TREASURY SL AGENCY	Cash	0.03%	$364K	363,908	US
43	WFFUTCASH COLLATERAL USD WFFUT	Cash	0.01%	$95K	95,000	US
44	IXDZ6E-MINI MATERIALS SELECT SECTOR DEC	Derivative	0.00%	$0	12

Find which other funds hold a stock by opening it and choosing "ETFs holding".

Position changes between reports

Action	Holding	Weight before	Weight after	Shares vs flows	Between reports
Increase	NEUNewMarket Corporation	0.44%	0.48%	+13.8%	Jan 31, 2026 → Apr 30, 2026 SEC

Share-count changes are measured after removing what creations and redemptions explain.

Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.