Aptus Capital Advisors’s iShares US Transportation ETF IYT Stock Holding History

Aptus Capital Advisors’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	$6.94K	Hold	80	–	–	﹤0.01%	1637
2026 Q1	$5.97K	Hold	80	–	–	﹤0.01%	1545
2025 Q4	$5.96K	Hold	80	–	–	﹤0.01%	1540
2025 Q3	$5.74K	Hold	80	–	–	﹤0.01%	1478
2025 Q2	$5.48K	Hold	80	–	–	﹤0.01%	1412
2025 Q1	$5.12K	Hold	80	–	–	﹤0.01%	1332
2024 Q4	$5.41K	Hold	80	–	–	﹤0.01%	1330
2024 Q3	$5.51K	Hold	80	–	–	﹤0.01%	1139
2024 Q2	$5.23K	Hold	80	–	–	﹤0.01%	1073
2024 Q1	$5.63K	Hold	80	–	–	﹤0.01%	1078
2023 Q4	$5.25K	Hold	80	–	–	﹤0.01%	834
2023 Q3	$4.67K	Hold	80	–	–	﹤0.01%	839
2023 Q2	$5K	Hold	80	–	–	﹤0.01%	731
2023 Q1	$4.56K	Hold	80	–	–	﹤0.01%	730
2022 Q4	$4.27K	Hold	80	–	–	﹤0.01%	732
2022 Q3	$4K	Hold	80	–	–	﹤0.01%	712
2022 Q2	$4K	Hold	80	–	–	﹤0.01%	620
2022 Q1	$5K	Buy	+80	New	+$5.26K	﹤0.01%	632
2020 Q3	–	Sell	-8	Closed	–	–	486
2020 Q2	$0	Hold	8	–	–	﹤0.01%	438
2020 Q1	$0	Sell	8 -39,324	-100%	-$1.73M	﹤0.01%	468
2019 Q4	$1.92M	Sell	39,332 -2,144	-5%	-$103K	0.14%	152
2019 Q3	$1.93M	Sell	41,476 -1,936	-4%	-$90.3K	0.11%	129
2019 Q2	$2.04M	Buy	+43,412	New	+$2.05M	0.29%	52

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 22.96% 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

Aptus Capital Advisors's IYT Position: Q2 2026 in Review

Aptus Capital Advisors held its iShares US Transportation ETF (IYT) position steady in Q2 2026 at 80 shares worth $6.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1637.

Aptus Capital Advisors first reported a position in IYT in Q2 2019 and has held it in 23 quarters since. The position peaked at $2.04M in Q2 2019. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

Aptus Capital Advisors held 80 shares of iShares US Transportation ETF worth $6.94K as of Q2 2026.
Aptus Capital Advisors left its iShares US Transportation ETF share count unchanged in Q2 2026.
iShares US Transportation ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1637 holding.
Aptus Capital Advisors first reported a position in iShares US Transportation ETF in Q2 2019 and has held it in 23 quarters since.
Aptus Capital Advisors's iShares US Transportation ETF position peaked at $2.04M in Q2 2019.
258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.