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 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

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

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

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return