Blue Trust Inc’s iShares US Transportation ETF IYT Stock Holding History

Blue Trust 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
2026 Q2	$3.82K	Hold	44	–	–	﹤0.01%	2081
2026 Q1	$3.28K	Hold	44	–	–	﹤0.01%	2062
2025 Q4	$3.28K	Sell	44 -52	-54%	-$3.78K	﹤0.01%	2064
2025 Q3	$6.88K	Buy	96 +52	+118%	+$3.67K	﹤0.01%	1933
2025 Q2	$3.02K	Hold	44	–	–	﹤0.01%	2074
2025 Q1	$2.82K	Hold	44	–	–	﹤0.01%	2181
2024 Q4	$2.97K	Sell	44 -24	-35%	-$1.7K	﹤0.01%	2168
2024 Q3	$4.45K	Buy	+68	New	+$4.48K	﹤0.01%	2429
2024 Q1	–	Sell	-232	Closed	-$13K	–	2466
2023 Q4	$13K	Buy	+232	New	+$13.9K	﹤0.01%	1484
2023 Q2	–	Sell	-44	Closed	-$2K	–	2284
2023 Q1	$2K	Hold	44	–	–	﹤0.01%	2013
2022 Q4	$2K	Buy	+44	New	+$2.38K	﹤0.01%	1932
2022 Q3	–	Sell	-792	Closed	-$53K	–	2208
2022 Q2	$53K	Buy	+792	New	+$46.1K	﹤0.01%	668

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 Trust Inc's IYT Position: Q2 2026 in Review

Blue Trust Inc held its iShares US Transportation ETF (IYT) position steady in Q2 2026 at 44 shares worth $3.82K. The position accounts for ﹤0.01% of the portfolio, ranked #2081.

Blue Trust Inc first reported a position in IYT in Q2 2022 and has held it in 12 quarters since. The position peaked at $53K in Q2 2022. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

Blue Trust Inc held 44 shares of iShares US Transportation ETF worth $3.82K as of Q2 2026.
Blue Trust Inc left its iShares US Transportation ETF share count unchanged in Q2 2026.
iShares US Transportation ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #2081 holding.
Blue Trust Inc first reported a position in iShares US Transportation ETF in Q2 2022 and has held it in 12 quarters since.
Blue Trust Inc's iShares US Transportation ETF position peaked at $53K in Q2 2022.
258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.