Blue Chip Partners’s iShares US Transportation ETF IYT Stock Holding History

Blue Chip Partners’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	$202K	Buy	+2,325	New	+$190K	0.01%	182
2026 Q1	–	Sell	-2,848	Closed	-$212K	–	177
2025 Q4	$212K	Buy	+2,848	New	+$207K	0.02%	164
2024 Q4	–	Sell	-1,994	Closed	-$137K	–	181
2024 Q3	$137K	Sell	1,994 -1,673	-46%	-$110K	0.01%	171
2024 Q2	$240K	Buy	3,667 +1,440	+65%	+$94.6K	0.02%	124
2024 Q1	$157K	Sell	2,227 -8,021	-78%	-$543K	0.02%	148
2023 Q4	$672K	Buy	+10,248	New	+$614K	0.07%	84
2023 Q3	–	Sell	-1,704	Closed	-$106K	–	186
2023 Q2	$106K	Buy	+1,704	New	+$97.7K	0.01%	181
2023 Q1	–	Sell	-6,660	Closed	-$356K	–	175
2022 Q4	$356K	Buy	+6,660	New	+$360K	0.04%	102

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

Blue Chip Partners's IYT Position: Q2 2026 in Review

Blue Chip Partners opened a new position in iShares US Transportation ETF (IYT) in Q2 2026: 2,325 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #182 among its holdings. This is a return to the name: Blue Chip Partners previously reported a position in IYT as recently as Q4 2025.

Blue Chip Partners first reported a position in IYT in Q4 2022 and has held it in 8 quarters since. The position peaked at $672K in Q4 2023. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

Blue Chip Partners held 2,325 shares of iShares US Transportation ETF worth $202K as of Q2 2026.
iShares US Transportation ETF was a new Blue Chip Partners position in Q2 2026.
iShares US Transportation ETF made up 0.01% of Blue Chip Partners's portfolio in Q2 2026, its #182 holding.
Blue Chip Partners first reported a position in iShares US Transportation ETF in Q4 2022 and has held it in 8 quarters since.
Blue Chip Partners's iShares US Transportation ETF position peaked at $672K in Q4 2023.
258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Blue Chip Partners's 13F filing for Q2 2026, filed 14 Aug 2026.