Albion Financial Group’s iShares US Transportation ETF IYT Stock Holding History

Albion Financial Group’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	-64,148	Closed	-$4.33M	–	650
2024 Q4	$4.33M	Buy	+64,148	New	+$4.54M	0.3%	67
2015 Q3	–	Sell	-39,688	Closed	-$1.44M	–	187
2015 Q2	$1.44M	Sell	39,688 -736	-2%	-$28.2K	0.24%	54
2015 Q1	$1.58M	Sell	40,424 -796	-2%	-$31.9K	0.27%	48
2014 Q4	$1.69M	Buy	41,220 +344	+0.8%	+$13.5K	0.29%	45
2014 Q3	$1.54M	Buy	+40,876	New	+$1.53M	0.27%	52

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

Albion Financial Group's IYT Position: Q1 2025 in Review

Albion Financial Group sold out of iShares US Transportation ETF (IYT) in Q1 2025, closing a stake of 64,148 shares — an estimated $4.33M sold.

Albion Financial Group first reported a position in IYT in Q3 2014 and held it in 5 quarters. The position peaked at $4.33M in Q4 2024. 172 funds tracked by Wall St. Rank hold IYT as of Q1 2025.

Albion Financial Group reported no remaining iShares US Transportation ETF position as of Q1 2025 after selling out during the quarter.
Albion Financial Group sold 64,148 iShares US Transportation ETF shares in Q1 2025, an estimated $4.33M.
Albion Financial Group first reported a position in iShares US Transportation ETF in Q3 2014 and held it in 5 quarters.
Albion Financial Group's iShares US Transportation ETF position peaked at $4.33M in Q4 2024.
172 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2025.

Based on Albion Financial Group's 13F filing for Q1 2025, filed 25 Apr 2025.