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Atria Investments’s iShares US Transportation ETF IYT Stock Holding History

Atria Investments’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 		$2.23M Buy
+25,754
New +$2.11M 0.02% 703
2024
Q4 		– Sell
-9,135
Closed -$629K – 1918
2024
Q3 		$629K Buy
9,135
+136
+2% +$8.96K 0.01% 1218
2024
Q2 		$589K Buy
+8,999
New +$591K 0.01% 1221
2022
Q1 		– Sell
-16,276
Closed -$1.13M – 904
2021
Q4 		$1.13M Buy
+16,276
New +$1.09M 0.02% 786
2021
Q3 		– Sell
-29,072
Closed -$1.89M – 808
2021
Q2 		$1.89M Buy
29,072
+24
+0.1% +$1.6K 0.04% 525
2021
Q1 		$1.87M Buy
29,048
+3,476
+14% +$204K 0.04% 474
2020
Q4 		$1.41M Buy
25,572
+12
+0% +$641 0.03% 544
2020
Q3 		$1.27M Buy
+25,560
New +$1.2M 0.04% 484
2018
Q1 		– Sell
-6,984
Closed -$335K – 895
2017
Q4 		$335K Buy
+6,984
New +$315K 0.02% 605

Other funds holding IYT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Atria Investments's IYT Position: Q2 2026 in Review

Atria Investments opened a new position in iShares US Transportation ETF (IYT) in Q2 2026: 25,754 shares worth $2.23M. The stake represents 0.02% of the portfolio and ranks #703 among its holdings. This is a return to the name: Atria Investments previously reported a position in IYT as recently as Q3 2024.

Atria Investments first reported a position in IYT in Q4 2017 and has held it in 9 quarters since. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

  • Atria Investments held 25,754 shares of iShares US Transportation ETF worth $2.23M as of Q2 2026.
  • iShares US Transportation ETF was a new Atria Investments position in Q2 2026.
  • iShares US Transportation ETF made up 0.02% of Atria Investments's portfolio in Q2 2026, its #703 holding.
  • Atria Investments first reported a position in iShares US Transportation ETF in Q4 2017 and has held it in 9 quarters since.
  • 258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.