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Commonwealth Retirement Investments’s iShares US Transportation ETF IYT Stock Holding History

Commonwealth Retirement Investments’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 		$300K Sell
3,455
-156
-4% -$12.8K 0.08% 109
2026
Q1 		$269K Sell
3,611
-7,276
-67% -$566K 0.08% 112
2025
Q4 		$811K Buy
+10,887
New +$791K 0.26% 79
2025
Q1 		– Sell
-7,869
Closed -$532K – 101
2024
Q4 		$532K Buy
+7,869
New +$556K 0.22% 79

Other funds holding IYT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Commonwealth Retirement Investments's IYT Position: Q2 2026 in Review

Commonwealth Retirement Investments reduced its iShares US Transportation ETF (IYT) stake by 4.3% in Q2 2026, selling an estimated $12.8K and leaving 3,455 shares worth $300K. The position accounts for 0.08% of the portfolio, ranked #109.

Commonwealth Retirement Investments first reported a position in IYT in Q4 2024 and has held it in 4 quarters since. The position peaked at $811K in Q4 2025. 257 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

  • Commonwealth Retirement Investments held 3,455 shares of iShares US Transportation ETF worth $300K as of Q2 2026.
  • Commonwealth Retirement Investments sold 156 iShares US Transportation ETF shares in Q2 2026, an estimated $12.8K.
  • iShares US Transportation ETF made up 0.08% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #109 holding.
  • Commonwealth Retirement Investments first reported a position in iShares US Transportation ETF in Q4 2024 and has held it in 4 quarters since.
  • Commonwealth Retirement Investments's iShares US Transportation ETF position peaked at $811K in Q4 2025.
  • 257 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.