Clearstead Advisors’s iShares US Transportation ETF IYT Stock Holding History

Clearstead Advisors’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 Q1	$16.4K	Buy	220 +1	+0.5%	+$78	﹤0.01%	1490
2025 Q4	$16.3K	Hold	219	–	–	﹤0.01%	1772
2025 Q3	$15.7K	Buy	219 +1	+0.5%	+$71	﹤0.01%	1751
2025 Q2	$14.9K	Hold	218	–	–	﹤0.01%	1746
2025 Q1	$13.9K	Buy	218 +1	+0.5%	+$69	﹤0.01%	1517
2024 Q4	$14.7K	Buy	217 +1	+0.5%	+$71	﹤0.01%	1478
2024 Q3	$14.9K	Hold	216	–	–	﹤0.01%	1500
2024 Q2	$14.1K	Buy	216 +1	+0.5%	+$66	﹤0.01%	1464
2024 Q1	$14.3K	Buy	+215	New	+$14.6K	﹤0.01%	998
2022 Q1	–	Sell	-696	Closed	-$48K	–	1420
2021 Q4	$48K	Buy	+696	New	+$46.5K	﹤0.01%	662

Other funds holding IYT

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Bank of America

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

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 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