Benjamin Edwards Inc’s iShares US Transportation ETF IYT Stock Holding History

Benjamin Edwards Inc’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 Q2	–	Sell	-7,802	Closed	-$500K	–	1186
2025 Q1	$500K	Sell	7,802 -7,377	-49%	-$508K	0.01%	781
2024 Q4	$1.03M	Buy	15,179 +7,669	+102%	+$542K	0.01%	601
2024 Q3	$517K	Buy	+7,510	New	+$495K	0.01%	782
2023 Q1	–	Sell	-16	Closed	-$1K	–	733
2022 Q4	$1K	Hold	16	–	–	﹤0.01%	702
2022 Q3	$1K	Hold	16	–	–	﹤0.01%	687
2022 Q2	$1K	Buy	+16	New	+$931	﹤0.01%	690

Other funds holding IYT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FFB

First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Benjamin Edwards Inc's IYT Position: Q2 2025 in Review

Benjamin Edwards Inc sold out of iShares US Transportation ETF (IYT) in Q2 2025, closing a stake of 7,802 shares — an estimated $500K sold.

Benjamin Edwards Inc first reported a position in IYT in Q2 2022 and held it in 6 quarters. The position peaked at $1.03M in Q4 2024. 174 funds tracked by Wall St. Rank hold IYT as of Q2 2025.

Benjamin Edwards Inc reported no remaining iShares US Transportation ETF position as of Q2 2025 after selling out during the quarter.
Benjamin Edwards Inc sold 7,802 iShares US Transportation ETF shares in Q2 2025, an estimated $500K.
Benjamin Edwards Inc first reported a position in iShares US Transportation ETF in Q2 2022 and held it in 6 quarters.
Benjamin Edwards Inc's iShares US Transportation ETF position peaked at $1.03M in Q4 2024.
174 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2025.

Based on Benjamin Edwards Inc's 13F filing for Q2 2025, filed 14 Aug 2025.