Capital Analysts LLC’s iShares US Transportation ETF IYT Stock Holding History

Capital Analysts LLC’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 Q3	–	Sell	-192	Closed	-$13K	–	1462
2025 Q2	$13K	Hold	192	–	–	﹤0.01%	1097
2025 Q1	$12K	Hold	192	–	–	﹤0.01%	1095
2024 Q4	$13K	Hold	192	–	–	﹤0.01%	1021
2024 Q3	$13K	Hold	192	–	–	﹤0.01%	983
2024 Q2	$13K	Hold	192	–	–	﹤0.01%	925
2024 Q1	$14K	Hold	192	–	–	﹤0.01%	881
2023 Q4	$13K	Hold	192	–	–	﹤0.01%	866
2023 Q3	$11K	Hold	192	–	–	﹤0.01%	870
2023 Q2	$12K	Hold	192	–	–	﹤0.01%	799
2023 Q1	$11K	Hold	192	–	–	﹤0.01%	798
2022 Q4	$10K	Hold	192	–	–	﹤0.01%	852
2022 Q3	$9K	Hold	192	–	–	﹤0.01%	820
2022 Q2	$10K	Hold	192	–	–	﹤0.01%	796
2022 Q1	$13K	Sell	192 -296	-61%	-$19.5K	﹤0.01%	721
2021 Q4	$34K	Hold	488	–	–	﹤0.01%	625
2021 Q3	$30K	Hold	488	–	–	﹤0.01%	642
2021 Q2	$31K	Buy	488 +296	+154%	+$19.8K	﹤0.01%	613
2021 Q1	$12K	Hold	192	–	–	﹤0.01%	769
2020 Q4	$11K	Sell	192 -280	-59%	-$15K	﹤0.01%	563
2020 Q3	$23K	Buy	472 +280	+146%	+$13.1K	﹤0.01%	487
2020 Q2	$8K	Hold	192	–	–	﹤0.01%	571
2020 Q1	$7K	Sell	192 -540	-74%	-$23.7K	﹤0.01%	552
2019 Q4	$36K	Buy	732 +540	+281%	+$25.9K	﹤0.01%	434
2019 Q3	$8K	Hold	192	–	–	﹤0.01%	563
2019 Q2	$9K	Hold	192	–	–	﹤0.01%	539
2019 Q1	$8K	Buy	+192	New	+$8.73K	﹤0.01%	526
2016 Q4	–	Sell	-544	Closed	-$19.8K	–	374
2016 Q3	$19.8K	Buy	+544	New	+$19.2K	﹤0.01%	303

Other funds holding IYT

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

FFB

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Capital Analysts LLC's IYT Position: Q3 2025 in Review

Capital Analysts LLC sold out of iShares US Transportation ETF (IYT) in Q3 2025, closing a stake of 192 shares — an estimated $13K sold.

Capital Analysts LLC first reported a position in IYT in Q3 2016 and held it in 27 quarters. The position peaked at $36K in Q4 2019. 166 funds tracked by Wall St. Rank hold IYT as of Q3 2025.

Capital Analysts LLC reported no remaining iShares US Transportation ETF position as of Q3 2025 after selling out during the quarter.
Capital Analysts LLC sold 192 iShares US Transportation ETF shares in Q3 2025, an estimated $13K.
Capital Analysts LLC first reported a position in iShares US Transportation ETF in Q3 2016 and held it in 27 quarters.
Capital Analysts LLC's iShares US Transportation ETF position peaked at $36K in Q4 2019.
166 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2025.

Based on Capital Analysts LLC's 13F filing for Q3 2025, filed 14 Nov 2025.