Advisornet Financial’s iShares US Transportation ETF IYT Stock Holding History

Advisornet Financial’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
2026 Q2	$1,000K	Buy	+11,524	New	+$943K	0.05%	274
2024 Q4	–	Sell	-88	Closed	-$6.06K	–	2112
2024 Q3	$6.06K	Hold	88	–	–	﹤0.01%	1544
2024 Q2	$5.76K	Hold	88	–	–	﹤0.01%	1436
2024 Q1	$6.2K	Hold	88	–	–	﹤0.01%	1396
2023 Q4	$5.77K	Buy	+88	New	+$5.27K	﹤0.01%	1459
2023 Q3	–	Sell	-352	Closed	-$22K	–	2352
2023 Q2	$22K	Hold	352	–	–	﹤0.01%	1055
2023 Q1	$20.1K	Buy	+352	New	+$20.1K	﹤0.01%	1073
2022 Q2	–	Sell	-128	Closed	-$9K	–	2009
2022 Q1	$9K	Sell	128 -44	-26%	-$2.89K	﹤0.01%	1472
2021 Q4	$12K	Buy	+172	New	+$11.5K	﹤0.01%	1430
2021 Q3	–	Sell	-604	Closed	-$39K	–	1942
2021 Q2	$39K	Hold	604	–	–	﹤0.01%	1059
2021 Q1	$39K	Hold	604	–	–	﹤0.01%	1013
2020 Q4	$33K	Buy	604 +4	+0.7%	+$214	﹤0.01%	999
2020 Q3	$30K	Buy	+600	New	+$28.1K	﹤0.01%	981

Other funds holding IYT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Advisornet Financial's IYT Position: Q2 2026 in Review

Advisornet Financial opened a new position in iShares US Transportation ETF (IYT) in Q2 2026: 11,524 shares worth $1,000K. The stake represents 0.05% of the portfolio and ranks #274 among its holdings. This is a return to the name: Advisornet Financial previously reported a position in IYT as recently as Q3 2024.

Advisornet Financial first reported a position in IYT in Q3 2020 and has held it in 13 quarters since. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

Advisornet Financial held 11,524 shares of iShares US Transportation ETF worth $1,000K as of Q2 2026.
iShares US Transportation ETF was a new Advisornet Financial position in Q2 2026.
iShares US Transportation ETF made up 0.05% of Advisornet Financial's portfolio in Q2 2026, its #274 holding.
Advisornet Financial first reported a position in iShares US Transportation ETF in Q3 2020 and has held it in 13 quarters since.
258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.