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
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

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

Avior Wealth Management's IYT Position: Q1 2025 in Review

Avior Wealth Management sold out of iShares US Transportation ETF (IYT) in Q1 2025, closing a stake of 1,845 shares — an estimated $125K sold.

Avior Wealth Management first reported a position in IYT in Q2 2023 and held it in 7 quarters. The position peaked at $253K in Q1 2024. 172 funds tracked by Wall St. Rank hold IYT as of Q1 2025.

Avior Wealth Management reported no remaining iShares US Transportation ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 1,845 iShares US Transportation ETF shares in Q1 2025, an estimated $125K.
Avior Wealth Management first reported a position in iShares US Transportation ETF in Q2 2023 and held it in 7 quarters.
Avior Wealth Management's iShares US Transportation ETF position peaked at $253K in Q1 2024.
172 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.