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Beacon Pointe Advisors’s iShares US Transportation ETF IYT Stock Holding History

Beacon Pointe 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 		$1.27M Buy
14,672
+8,778
+149% +$718K 0.01% 938
2026
Q1 		$440K Sell
5,894
-1,041
-15% -$80.9K ﹤0.01% 1356
2025
Q4 		$517K Buy
6,935
+2,935
+73% +$213K ﹤0.01% 1067
2025
Q3 		$287K Hold
4,000
– – ﹤0.01% 1200
2025
Q2 		$274K Sell
4,000
-200
-5% -$12.8K ﹤0.01% 1083
2025
Q1 		$269K Hold
4,200
– – ﹤0.01% 1066
2024
Q4 		$284K Sell
4,200
-200
-5% -$14.1K ﹤0.01% 1033
2024
Q3 		$303K Sell
4,400
-320
-7% -$21.1K ﹤0.01% 1018
2024
Q2 		$309K Hold
4,720
– – ﹤0.01% 1040
2024
Q1 		$332K Sell
4,720
-32
-0.7% -$2.17K ﹤0.01% 1080
2023
Q4 		$312K Sell
4,752
-1,740
-27% -$104K ﹤0.01% 1068
2023
Q3 		$379K Buy
6,492
+40
+0.6% +$2.5K ﹤0.01% 974
2023
Q2 		$403K Hold
6,452
– – 0.01% 785
2023
Q1 		$368K Sell
6,452
-1,200
-16% -$68.6K 0.01% 853
2022
Q4 		$409K Hold
7,652
– – 0.01% 759
2022
Q3 		$379K Sell
7,652
-296
-4% -$16.7K 0.01% 730
2022
Q2 		$424K Sell
7,948
-184
-2% -$10.7K 0.01% 704
2022
Q1 		$549K Buy
8,132
+556
+7% +$36.6K 0.01% 784
2021
Q4 		$524K Buy
7,576
+400
+6% +$26.7K 0.01% 558
2021
Q3 		$436K Buy
7,176
+1,260
+21% +$79.7K 0.01% 578
2021
Q2 		$384K Buy
+5,916
New +$395K 0.01% 571

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 22.96% 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

Beacon Pointe Advisors's IYT Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares US Transportation ETF (IYT) stake by 149% in Q2 2026, buying an estimated $718K and bringing the position to 14,672 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #938.

Beacon Pointe Advisors first reported a position in IYT in Q2 2021 and has held it in 21 quarters since. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

  • Beacon Pointe Advisors held 14,672 shares of iShares US Transportation ETF worth $1.27M as of Q2 2026.
  • Beacon Pointe Advisors bought 8,778 iShares US Transportation ETF shares in Q2 2026, an estimated $718K.
  • iShares US Transportation ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #938 holding.
  • Beacon Pointe Advisors first reported a position in iShares US Transportation ETF in Q2 2021 and has held it in 21 quarters since.
  • 258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.