Belpointe Asset Management’s iShares US Transportation ETF IYT Stock Holding History

Belpointe Asset 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	$283K	Buy	3,264 +483	+17%	+$39.5K	0.01%	918
2026 Q1	$207K	Buy	+2,781	New	+$216K	0.01%	1002
2023 Q2	–	Sell	-2,308	Closed	-$132K	–	1990
2023 Q1	$132K	Buy	2,308 +436	+23%	+$24.9K	0.01%	1160
2022 Q4	$100K	Sell	1,872 -3,496	-65%	-$189K	0.01%	1236
2022 Q3	$263K	Sell	5,368 -680	-11%	-$38.4K	0.02%	734
2022 Q2	$322K	Buy	6,048 +1,764	+41%	+$103K	0.02%	650
2022 Q1	$289K	Buy	+4,284	New	+$282K	0.02%	738
2021 Q2	–	Sell	-4,940	Closed	-$318K	–	1160
2021 Q1	$318K	Sell	4,940 -2,100	-30%	-$123K	0.03%	581
2020 Q4	$388K	Buy	+7,040	New	+$376K	0.03%	472

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

Belpointe Asset Management's IYT Position: Q2 2026 in Review

Belpointe Asset Management increased its iShares US Transportation ETF (IYT) stake by 17% in Q2 2026, buying an estimated $39.5K and bringing the position to 3,264 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #918.

Belpointe Asset Management first reported a position in IYT in Q4 2020 and has held it in 9 quarters since. The position peaked at $388K in Q4 2020. 257 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

Belpointe Asset Management held 3,264 shares of iShares US Transportation ETF worth $283K as of Q2 2026.
Belpointe Asset Management bought 483 iShares US Transportation ETF shares in Q2 2026, an estimated $39.5K.
iShares US Transportation ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #918 holding.
Belpointe Asset Management first reported a position in iShares US Transportation ETF in Q4 2020 and has held it in 9 quarters since.
Belpointe Asset Management's iShares US Transportation ETF position peaked at $388K in Q4 2020.
257 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.