1 North Wealth Services’s iShares US Transportation ETF IYT Stock Holding History

1 North Wealth Services’s Portfolio IYT Stock Details IYT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-39,033	Closed	-$2.64M	–	276
2024 Q4	$2.64M	Buy	+39,033	New	+$2.76M	1.12%	27

Other funds holding IYT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FFB

First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

1 North Wealth Services's IYT Position: Q1 2025 in Review

1 North Wealth Services sold out of iShares US Transportation ETF (IYT) in Q1 2025, closing a stake of 39,033 shares — an estimated $2.64M sold.

1 North Wealth Services first reported a position in IYT in Q4 2024 and held it in 1 quarter. The position peaked at $2.64M in Q4 2024. 172 funds tracked by Wall St. Rank hold IYT as of Q1 2025.

1 North Wealth Services reported no remaining iShares US Transportation ETF position as of Q1 2025 after selling out during the quarter.
1 North Wealth Services sold 39,033 iShares US Transportation ETF shares in Q1 2025, an estimated $2.64M.
1 North Wealth Services first reported a position in iShares US Transportation ETF in Q4 2024 and held it in 1 quarter.
1 North Wealth Services's iShares US Transportation ETF position peaked at $2.64M in Q4 2024.
172 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2025.

Based on 1 North Wealth Services's 13F filing for Q1 2025, filed 15 May 2025.