Cerity Partners’s iShares US Transportation ETF IYT Stock Holding History

Cerity 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 Q2	$751K	Buy	8,656 +1,304	+18%	+$107K	﹤0.01%	2172
2026 Q1	$548K	Buy	7,352 +2,352	+47%	+$183K	﹤0.01%	2236
2025 Q4	$373K	Sell	5,000 -188	-4%	-$13.7K	﹤0.01%	2278
2025 Q3	$372K	Sell	5,188 -476	-8%	-$33.6K	﹤0.01%	2146
2025 Q2	$388K	Buy	+5,664	New	+$361K	﹤0.01%	2009
2023 Q2	–	Sell	-4,396	Closed	-$250K	–	1809
2023 Q1	$250K	Sell	4,396 -748	-15%	-$42.8K	﹤0.01%	1623
2022 Q4	$275K	Buy	+5,144	New	+$278K	﹤0.01%	1179

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 22.9% 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

Cerity Partners's IYT Position: Q2 2026 in Review

Cerity Partners increased its iShares US Transportation ETF (IYT) stake by 18% in Q2 2026, buying an estimated $107K and bringing the position to 8,656 shares worth $751K. The position accounts for ﹤0.01% of the portfolio, ranked #2172.

Cerity Partners first reported a position in IYT in Q4 2022 and has held it in 7 quarters since. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

Cerity Partners held 8,656 shares of iShares US Transportation ETF worth $751K as of Q2 2026.
Cerity Partners bought 1,304 iShares US Transportation ETF shares in Q2 2026, an estimated $107K.
iShares US Transportation ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2172 holding.
Cerity Partners first reported a position in iShares US Transportation ETF in Q4 2022 and has held it in 7 quarters since.
258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.