IYM

$IYM chatter on StockTwits

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  Randy@WigglyickMay 1

  $APD $LIN $XLB $IYM With helium in the news with its association to semi production, APD & LIN are both large producers. Helium is a larger portion of APD’s bottom line along with other industrial gases. LIN is larger MC and has a larger exposure to atmospheric gases used in healthcare & energy. Both companies are well represented in the Materials ETFs XLB & IYM. A reasonable approach would be to pick one of the ETFs to mitigate one-stock risk and one of the stocks as a Cap gain kicker. Good luck.

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  Robin Quinn@jewell69Apr 16

  4/14 b of a $BAC Merrill Lynch. monthly research (mostly macro) piece. I need 2 get back into materials $IYM $XLB Markets, cyclical over defensives, commodities in general, neutral across Fixed Income sectors, lengthen duration, and Financials, Industrials, and Discretionary shares are favored; Energy and basic Materials remain in favor; gold and silver rally. of the MAIN, MAIN 11 $SPY SECTORS, HERE'S WHAT THEY SAY IN a nutshell there are no strong buy, or outright SELL in the 11 spy sectors. Accumulate industrials, consumer discretionary, and financials (but financials were dg from strong buy to simply accumulate. neutral: utils reduced from accumulate to neutral energy increased from REDUCE to neutral technology and healthcare remain neutral reduce / sell on the little mini up peaks: real estate, staples and communicaions services

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  Robin Quinn@jewell69Apr 4

  a clone of $XLB and $IYM : Fidelity annuity materials sold Thursday 4/2 mostly because the markets didnt fall after the huge up up 4/1/26 day. s 38.13 4/2 s 38.26 small / medium amount $$$ later went to a clone of $EEM 1/9 b 35.85 However: good sector 3/12 Merrill L says: We are increasing exposure to Materials as metals, mining and commodities are seeing improvement. of the 11 spy sectors: $XLB just got moved from reduce to neutral on 3/12/26

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  Quant-Builder.ai@Quant_BuilderMar 17

  After a drought in high confidence picks the past few weeks in Materials and Energy. Confidence picking up. Here are top 20 today $IYM $XLE $MATV $CTGO

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  Robin Quinn@jewell69Mar 10

  we luckily pulled out of $EZA s africa 2/20 (naive, ignorant) IN THREE ACCOUNTS. sooo lucky a lot of the money went into $TURF b 2/19 33.96 b 2/23 34.27 b 2/27 35.12 3/9 close 34.2868 turf is a natural resources / materials play. found it using fidelity's tool for competitors to $XLB and $IYM maybe I should sell turf and buy back $EZA and $VNM which I am totally out of, and afraid of. sold vietnam twice 2/11 at 18.66 and 18.60 3/9 close vietnam 17.25

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  SuperGreenToday@SuperGreenTodayFeb 27

  $IYM Share Price: $187.08 Contract Selected: Sep 18, 2026 $185 Calls Buy Zone: $6.50 – $8.03 Target Zone: $11.43 – $13.98 Potential Upside: 66% ROI Time to Expiration: 202 Days | Updates via https://fxcapta.com/stockinfo/

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  Robin Quinn@jewell69Feb 26

  $TURF ONLY BEEN OUT SINCE 6/1/25. a clone of $IYM and $XLB materials SUB-sectors Materials: 52.46% Energy: 34.52% Consumer Staples: 11.88% Industrials & Business Services: 0.84% Communication Services: 0.00% Corteva: 5.09% ExxonMobil: 4.50% Nutrien: 4.20% Shell: 3.81% Chevron: 3.77% somebody on tv said $CTVA is very good. buying more today 2/26/26 2/23 b 34.27 now 2/26 1:40 pm est 34.62 $TURF

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  Robin Quinn@jewell69Feb 24

  $TURF BEEN nibbling away at this $IYM $XLB clone ps. want some international materials ? $CAFRX a clone is overweight materials within Africa; fund is 95% the country of s. africa, but the prrospectus allows for all of Africa

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  Robin Quinn@jewell69Feb 18

  @Nullify ILU2 $IYM $XLB AMF

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  Robin Quinn@jewell69Feb 18

  Merrill L: 11 $SPY sector reccs: 1 of 11 is an outright sell $XLE energy; 3 sectors say reduce: $IYM materials $IYR Real Estate and $XLP consumer staples 2/10/26 We are overweight in Materials, and after reading this, feel worried. They write: There are signs of oversupply in specific areas and concerns remain about too much new capacity in the future for petrochemicals and commodity chemicals with questions regarding demand levels for 2026 and beyond. We still see some longer-term tailwinds for demand, such as AI growth and power buildouts for copper demand and strong investment flows into precious metals, both trends have accelerated of late. The underlying sector valuation is neutral and momentum recently improved. Risk Considerations: 1) slower global economic growth, 2) weaker residential and non-residential construction, 3) oversupplied materials markets.

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  Robin Quinn@jewell69Feb 18

  somebody mused "are we going to have enough copper" ok ok; smart thing to wonder about. $IYM and $XLB are doing super. I own it in fidelity variable annuity (this is not 100% usa like xlb and iym) 74.33% usa top 10 makes up 56% of sub-account = NOT diversified, but still great. top 10 shown below -- LINDE PLC 14.56% ECOLAB INC ECL ECOLAB INC 7.57% NEWMONT CORP NEM NEWMONT CORP 6.46% -- CRH PLC(US) 4.16% CORTEVA INC CTVA CORTEVA INC 4.04% MOSAIC CO NEW MOS MOSAIC CO NEW 3.98% NUCOR CORP NUE NUCOR CORP 3.70% AIR PRODUCTS & CHEMICALS INC APD AIR PRODUCTS & CHEMICALS INC 3.56% FREEPORT M CMORAN INC FCX FREEPORT MCMORAN INC 3.49% SOLS SOLSTICE ADVANCED MATERIAL INC 3.25% top sub-sector INDUSTRIAL GASES 18.2%

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  Robin Quinn@jewell69Feb 13

  @ADelightfulman prices on Thursday 2/12 Nobody here own these 2 right now but $XLB -1.47% $IYM -2.31% In grandpa’s fidelity variable annuity He has a similar materials sub-account -2.00%

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  Robin Quinn@jewell69Feb 13

  @ADelightfulman Please write to me about $IYM $XLB and $CAFRX 96% in the Sountry of S AFRICA and an overweight in AFRICAN materials It is a near clone of $EZA

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  Robin Quinn@jewell69Feb 9

  $EZA clone is CAFRX sold some on a good up day 2/6 +2.33% in one day They are overweight Materials $XLB and $IYM Warning 4.21% annual fees; AND IT’S VANGUARD ! new topic Bloomberg TV in just 20 minutes today 2/9 Worst sector is Consumer discretionary -1.30% I just re-entered this sector on 2/6, ugh I’m down -0.54% so no big deal

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  Robin Quinn@jewell69Jan 31

  1/30/26 MATERIALS SECTOR on the day that SILVER imploded. $SLV -28.54% gold -10.27% but what about materials (complete) sector $XLB -1.46% $IYM -3.27% grandpa's variable annuity at fidelity 36.4908 -2.80% total gain is back down to +1.70% buy date 1/9/25 35.88 the only gold or silver that I can discern in their top 10 is newmont mining $NEM THEY operate the Doe Run (gold ?) mine in Peru. "Doe a dear, a female deer; ray ... a drop of golden sun ... me, a name I call myself" it's the same word

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