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 Q2	$19.1K	Hold	220	–	–	﹤0.01%	1806
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

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 22.96% 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

Clearstead Advisors's IYT Position: Q2 2026 in Review

Clearstead Advisors held its iShares US Transportation ETF (IYT) position steady in Q2 2026 at 220 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1806.

Clearstead Advisors first reported a position in IYT in Q4 2021 and has held it in 11 quarters since. The position peaked at $48K in Q4 2021. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

Clearstead Advisors held 220 shares of iShares US Transportation ETF worth $19.1K as of Q2 2026.
Clearstead Advisors left its iShares US Transportation ETF share count unchanged in Q2 2026.
iShares US Transportation ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1806 holding.
Clearstead Advisors first reported a position in iShares US Transportation ETF in Q4 2021 and has held it in 11 quarters since.
Clearstead Advisors's iShares US Transportation ETF position peaked at $48K in Q4 2021.
258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.