IAMS WEALTH MANAGEMENT, LLC HYEM β€” VANECK ETF TRUST

Ownership history in IAMS WEALTH MANAGEMENT, LLC  Β·  4 quarters on record

AI Ownership Summary

IAMS WEALTH MANAGEMENT, LLC reported VANECK ETF TRUST (HYEM) in 4 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 0.23% in 2024 Q2. The latest visible filing shows HYEM at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HYEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IAMS WEALTH MANAGEMENT, LLC's position in VANECK ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

HYEM was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HYEM stock page IAMS WEALTH MANAGEMENT, LLC fund profile IAMS WEALTH MANAGEMENT, LLC full holdings
How IAMS WEALTH MANAGEMENT, LLC held HYEM β€” position size vs. price
% of Fund (quarterly)    HYEM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 8.4% +2.1% ❌ 19,706 -1,800 -8.4% 0.16% $395K 2025-10-15 $19.18
2025 Q2 ADDED β€” β€” β€” 21,506 +2,543 +13.4% 0.20% $426K 2025-07-14 $18.77
2024 Q3 REDUCED 11.7% -0.1% βœ… 18,963 -2,502 -11.7% 0.19% $377K 2024-10-11 $17.87
2024 Q2 INITIATED β€” β€” β€” 21,465 β€” β€” 0.23% $411K 2024-08-05 $17.09

🏒 Other funds also holding HYEM

As of 2026 Q1 β€” sorted by position size

Sound Income Strategies, LLC 3Y 7Y 1.96% Oasis Advisors, LLC 1.32% Seed Wealth Management, Inc. 3Y 0.62% Yoffe Investment Management, LLC 0.43% Whitcomb & Hess, Inc. 3Y 0.36% Trademark Financial Management, LLC 0.31% Verde Capital Management 3Y 0.26% Rareview Capital LLC 0.24% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.23% Etesian Wealth Advisors, Inc. 0.16%

FAQ About IAMS WEALTH MANAGEMENT, LLC and HYEM

These are the practical questions this page is built to answer before you even open the full history table.

How long has IAMS WEALTH MANAGEMENT, LLC reported owning HYEM?

IAMS WEALTH MANAGEMENT, LLC reported HYEM across 4 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported HYEM position in IAMS WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for HYEM was 0.23% in 2024 Q2.

What is the latest reported HYEM position on this page?

The most recent filing on this page is 2025 Q3, when IAMS WEALTH MANAGEMENT, LLC reported 19,706 shares, equal to 0.16% of portfolio, with an estimated market value of $395K.

What does the chart on this HYEM ownership page compare?

The chart compares IAMS WEALTH MANAGEMENT, LLC's quarterly HYEM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did IAMS WEALTH MANAGEMENT, LLC time their HYEM position?

Based on 13F filing dates vs. subsequent HYEM price moves, IAMS WEALTH MANAGEMENT, LLC correctly timed 2 out of 3 reported position changes (67%).

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