Avior Wealth Management’s iShares US Transportation ETF IYT Stock Holding History

Avior Wealth Management’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 Q3	$1.58M	Buy	+20,166	New	+$1.72M	0.04%	276
2025 Q1	–	Sell	-1,845	Closed	-$125K	–	1553
2024 Q4	$125K	Buy	1,845 +2	+0.1%	+$141	﹤0.01%	832
2024 Q3	$127K	Sell	1,843 -286	-13%	-$18.8K	0.01%	818
2024 Q2	$139K	Sell	2,129 -1,469	-41%	-$96.5K	0.01%	772
2024 Q1	$253K	Buy	3,598 +2,762	+330%	+$187K	0.01%	638
2023 Q4	$54.9K	Buy	836 +8	+1%	+$479	﹤0.01%	716
2023 Q3	$48.5K	Hold	828	–	–	﹤0.01%	765
2023 Q2	$51.9K	Buy	+828	New	+$47.5K	﹤0.01%	753

Other funds holding IYT

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

CWA

Clarus Wealth Advisors Peoria, Arizona $275M AUM 18.32% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Avior Wealth Management's IYT Position: Q3 2026 in Review

Avior Wealth Management opened a new position in iShares US Transportation ETF (IYT) in Q3 2026: 20,166 shares worth $1.58M. The stake represents 0.04% of the portfolio and ranks #276 among its holdings. This is a return to the name: Avior Wealth Management previously reported a position in IYT as recently as Q4 2024.

Avior Wealth Management first reported a position in IYT in Q2 2023 and has held it in 8 quarters since. 16 funds tracked by Wall St. Rank hold IYT as of Q3 2026.

Avior Wealth Management held 20,166 shares of iShares US Transportation ETF worth $1.58M as of Q3 2026.
iShares US Transportation ETF was a new Avior Wealth Management position in Q3 2026.
iShares US Transportation ETF made up 0.04% of Avior Wealth Management's portfolio in Q3 2026, its #276 holding.
Avior Wealth Management first reported a position in iShares US Transportation ETF in Q2 2023 and has held it in 8 quarters since.
16 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.