Cary Street Partners Investment Advisory’s iShares US Transportation ETF IYT Stock Holding History

Cary Street Partners Investment Advisory’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	$1.08M	Buy	+12,403	New	+$1.01M	0.22%	108
2023 Q4	–	Sell	-140	Closed	-$8.18K	–	1237
2023 Q3	$8.18K	Hold	140	–	–	﹤0.01%	1346
2023 Q2	$8.74K	Hold	140	–	–	﹤0.01%	1279
2023 Q1	$7.97K	Sell	140 -240	-63%	-$13.7K	﹤0.01%	1209
2022 Q4	$20.3K	Buy	+380	New	+$20.5K	﹤0.01%	977

Other funds holding IYT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Gimbal Financial Carmel, Indiana $163M AUM

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Cary Street Partners Investment Advisory's IYT Position: Q2 2026 in Review

Cary Street Partners Investment Advisory opened a new position in iShares US Transportation ETF (IYT) in Q2 2026: 12,403 shares worth $1.08M. The stake represents 0.22% of the portfolio and ranks #108 among its holdings. This is a return to the name: Cary Street Partners Investment Advisory previously reported a position in IYT as recently as Q3 2023.

Cary Street Partners Investment Advisory first reported a position in IYT in Q4 2022 and has held it in 5 quarters since. 145 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

Cary Street Partners Investment Advisory held 12,403 shares of iShares US Transportation ETF worth $1.08M as of Q2 2026.
iShares US Transportation ETF was a new Cary Street Partners Investment Advisory position in Q2 2026.
iShares US Transportation ETF made up 0.22% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #108 holding.
Cary Street Partners Investment Advisory first reported a position in iShares US Transportation ETF in Q4 2022 and has held it in 5 quarters since.
145 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.