AlphaCore Capital’s iShares US Transportation ETF IYT Stock Holding History

AlphaCore Capital’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 Q1	–	Sell	-525	Closed	-$39.1K	–	1379
2025 Q4	$39.1K	Buy	+525	New	+$38.2K	﹤0.01%	1186
2024 Q1	–	Sell	-16	Closed	-$1.05K	–	278
2023 Q4	$1.05K	Hold	16	–	–	﹤0.01%	382
2023 Q3	$939	Hold	16	–	–	﹤0.01%	359
2023 Q2	$999	Hold	16	–	–	﹤0.01%	346
2023 Q1	$911	Hold	16	–	–	﹤0.01%	239
2022 Q4	$854	Hold	16	–	–	﹤0.01%	175
2022 Q3	$1K	Hold	16	–	–	﹤0.01%	142
2022 Q2	$1K	Hold	16	–	–	﹤0.01%	150
2022 Q1	$1K	Buy	+16	New	+$1.05K	﹤0.01%	143
2021 Q4	–	Sell	-84	Closed	-$5K	–	118
2021 Q3	$5K	Buy	+84	New	+$5.31K	﹤0.01%	118

Other funds holding IYT

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

FFB

First Financial Bankshares Abilene, Texas $5.34B AUM 28.75% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AlphaCore Capital's IYT Position: Q1 2026 in Review

AlphaCore Capital sold out of iShares US Transportation ETF (IYT) in Q1 2026, closing a stake of 525 shares — an estimated $39.1K sold.

AlphaCore Capital first reported a position in IYT in Q3 2021 and held it in 10 quarters. The position peaked at $39.1K in Q4 2025. 189 funds tracked by Wall St. Rank hold IYT as of Q1 2026.

AlphaCore Capital reported no remaining iShares US Transportation ETF position as of Q1 2026 after selling out during the quarter.
AlphaCore Capital sold 525 iShares US Transportation ETF shares in Q1 2026, an estimated $39.1K.
AlphaCore Capital first reported a position in iShares US Transportation ETF in Q3 2021 and held it in 10 quarters.
AlphaCore Capital's iShares US Transportation ETF position peaked at $39.1K in Q4 2025.
189 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.