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Capital Investment Advisory Services’s iShares US Transportation ETF IYT Stock Holding History

Capital Investment Advisory Services’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 		$52.7K Hold
608
– – ﹤0.01% 936
2026
Q1 		$45.4K Hold
608
– – ﹤0.01% 876
2025
Q4 		$45.3K Hold
608
– – ﹤0.01% 841
2025
Q3 		$43.6K Hold
608
– – ﹤0.01% 796
2025
Q2 		$41.7K Sell
608
-316
-34% -$20.2K ﹤0.01% 775
2025
Q1 		$59.2K Hold
924
– – 0.01% 688
2024
Q4 		$62.4K Sell
924
-92
-9% -$6.51K 0.01% 627
2024
Q3 		$70K Hold
1,016
– – 0.01% 636
2024
Q2 		$66.5K Hold
1,016
– – 0.01% 621
2024
Q1 		$71.5K Sell
1,016
-52
-5% -$3.52K 0.01% 613
2023
Q4 		$70.1K Hold
1,068
– – 0.01% 630
2023
Q3 		$62.4K Hold
1,068
– – 0.01% 609
2023
Q2 		$66.7K Hold
1,068
– – 0.01% 577
2023
Q1 		$60.8K Hold
1,068
– – 0.01% 580
2022
Q4 		$57K Sell
1,068
-20
-2% -$1.08K 0.01% 604
2022
Q3 		$53K Hold
1,088
– – 0.01% 571
2022
Q2 		$58K Hold
1,088
– – 0.01% 583
2022
Q1 		$73K Sell
1,088
-5,568
-84% -$366K 0.01% 596
2021
Q4 		$460K Buy
6,656
+204
+3% +$13.6K 0.05% 290
2021
Q3 		$392K Sell
6,452
-20
-0.3% -$1.26K 0.05% 305
2021
Q2 		$421K Buy
6,472
+5,296
+450% +$354K 0.05% 305
2021
Q1 		$76K Buy
1,176
+48
+4% +$2.82K 0.01% 501
2020
Q4 		$62K Hold
1,128
– – 0.01% 503
2020
Q3 		$56K Hold
1,128
– – 0.01% 441
2020
Q2 		$46K Hold
1,128
– – 0.01% 410
2020
Q1 		$39K Hold
1,128
– – 0.01% 399
2019
Q4 		$55K Hold
1,128
– – 0.01% 385
2019
Q3 		$52K Hold
1,128
– – 0.01% 560
2019
Q2 		$54K Buy
1,128
+608
+117% +$28.7K 0.02% 535
2019
Q1 		$24K Hold
520
– – 0.01% 639
2018
Q4 		$21K Buy
+520
New +$24K 0.01% 628

Other funds holding IYT

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CWA
Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

Capital Investment Advisory Services's IYT Position: Q2 2026 in Review

Capital Investment Advisory Services held its iShares US Transportation ETF (IYT) position steady in Q2 2026 at 608 shares worth $52.7K. The position accounts for ﹤0.01% of the portfolio, ranked #936.

Capital Investment Advisory Services first reported a position in IYT in Q4 2018 and has held it in 31 quarters since. The position peaked at $460K in Q4 2021. 51 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

  • Capital Investment Advisory Services held 608 shares of iShares US Transportation ETF worth $52.7K as of Q2 2026.
  • Capital Investment Advisory Services left its iShares US Transportation ETF share count unchanged in Q2 2026.
  • iShares US Transportation ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #936 holding.
  • Capital Investment Advisory Services first reported a position in iShares US Transportation ETF in Q4 2018 and has held it in 31 quarters since.
  • Capital Investment Advisory Services's iShares US Transportation ETF position peaked at $460K in Q4 2021.
  • 51 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.