Barometer Capital Management’s iShares US Transportation ETF IYT Stock Holding History

Barometer Capital 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 Q2	$581K	Buy	+6,700	New	+$548K	0.16%	99
2024 Q2	–	Sell	-5,400	Closed	-$347K	–	207
2024 Q1	$347K	Buy	+5,400	New	+$366K	0.09%	122
2022 Q2	–	Sell	-9,600	Closed	-$648K	–	100
2022 Q1	$648K	Buy	+9,600	New	+$631K	0.12%	95
2021 Q1	–	Sell	-11,600	Closed	-$640K	–	182
2020 Q4	$640K	Sell	11,600 -10,400	-47%	-$555K	0.12%	115
2020 Q3	$1.09M	Buy	+22,000	New	+$1.03M	0.22%	75
2020 Q1	–	Sell	-1,200	Closed	-$59K	–	122
2019 Q4	$59K	Sell	1,200 -50,000	-98%	-$2.4M	0.01%	128
2019 Q3	$2.38M	Buy	+51,200	New	+$2.39M	0.26%	89
2019 Q2	–	Sell	-25,600	Closed	-$1.2M	–	153
2019 Q1	$1.2M	Buy	+25,600	New	+$1.16M	0.14%	115
2018 Q4	–	Sell	-147,600	Closed	-$7.55M	–	148
2018 Q3	$7.55M	Buy	147,600 +33,200	+29%	+$1.66M	0.59%	58
2018 Q2	$5.33M	Sell	114,400 -16,400	-13%	-$785K	0.44%	91
2018 Q1	$6.12M	Buy	130,800 +44,000	+51%	+$2.12M	0.52%	65
2017 Q4	$4.16M	Buy	86,800 +15,600	+22%	+$703K	0.38%	91
2017 Q3	$3.18M	Sell	71,200 -14,400	-17%	-$611K	0.31%	93
2017 Q2	$3.68M	Buy	+85,600	New	+$3.54M	0.37%	82
2017 Q1	–	Sell	-46,400	Closed	-$1.89M	–	163
2016 Q4	$1.89M	Buy	+46,400	New	+$1.8M	0.21%	90
2016 Q2	–	Sell	-61,600	Closed	-$2.19M	–	159
2016 Q1	$2.19M	Buy	+61,600	New	+$2.01M	0.21%	71
2015 Q1	–	Sell	-34,400	Closed	-$1.41M	–	148
2014 Q4	$1.41M	Sell	34,400 -6,800	-17%	-$267K	0.12%	65
2014 Q3	$1.55M	Buy	41,200 +4,400	+12%	+$165K	0.12%	58
2014 Q2	$1.35M	Buy	+36,800	New	+$1.3M	0.26%	58
2014 Q1	–	Sell	-32,000	Closed	-$1.05M	–	118
2013 Q4	$1.05M	Buy	+32,000	New	+$1.01M	0.26%	61

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

Barometer Capital Management's IYT Position: Q2 2026 in Review

Barometer Capital Management opened a new position in iShares US Transportation ETF (IYT) in Q2 2026: 6,700 shares worth $581K. The stake represents 0.16% of the portfolio and ranks #99 among its holdings. This is a return to the name: Barometer Capital Management previously reported a position in IYT as recently as Q1 2024.

Barometer Capital Management first reported a position in IYT in Q4 2013 and has held it in 20 quarters since. The position peaked at $7.55M in Q3 2018. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

Barometer Capital Management held 6,700 shares of iShares US Transportation ETF worth $581K as of Q2 2026.
iShares US Transportation ETF was a new Barometer Capital Management position in Q2 2026.
iShares US Transportation ETF made up 0.16% of Barometer Capital Management's portfolio in Q2 2026, its #99 holding.
Barometer Capital Management first reported a position in iShares US Transportation ETF in Q4 2013 and has held it in 20 quarters since.
Barometer Capital Management's iShares US Transportation ETF position peaked at $7.55M in Q3 2018.
258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

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