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 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

MMH

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 $303B AUM 53.02% 1-Year Est. Return

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

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

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

FFB

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

Commonwealth Retirement Investments's IYT Position: Q1 2026 in Review

Commonwealth Retirement Investments reduced its iShares US Transportation ETF (IYT) stake by 67% in Q1 2026, selling an estimated $566K and leaving 3,611 shares worth $269K. The position accounts for 0.08% of the portfolio, ranked #112.

Commonwealth Retirement Investments first reported a position in IYT in Q4 2024 and has held it in 3 quarters since. The position peaked at $811K in Q4 2025. 189 funds tracked by Wall St. Rank hold IYT as of Q1 2026.

Commonwealth Retirement Investments held 3,611 shares of iShares US Transportation ETF worth $269K as of Q1 2026.
Commonwealth Retirement Investments sold 7,276 iShares US Transportation ETF shares in Q1 2026, an estimated $566K.
iShares US Transportation ETF made up 0.08% of Commonwealth Retirement Investments's portfolio in Q1 2026, its #112 holding.
Commonwealth Retirement Investments first reported a position in iShares US Transportation ETF in Q4 2024 and has held it in 3 quarters since.
Commonwealth Retirement Investments's iShares US Transportation ETF position peaked at $811K in Q4 2025.
189 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2026, filed 11 May 2026.