Comprehensive Financial Planning’s iShares US Transportation ETF IYT Stock Holding History

Comprehensive Financial Planning’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	$27.6K	Buy	318 +1	+0.3%	+$82	0.01%	219
2026 Q1	$23.7K	Buy	317 +1	+0.3%	+$78	0.02%	204
2025 Q4	$23.6K	Hold	316	–	–	0.02%	206
2025 Q3	$22.6K	Buy	316 +1	+0.3%	+$71	0.02%	204
2025 Q2	$21.6K	Sell	315 -2,514	-89%	-$160K	0.02%	193
2025 Q1	$181K	Buy	2,829 +9	+0.3%	+$620	0.18%	83
2024 Q4	$191K	Buy	+2,820	New	+$199K	0.16%	87

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

Comprehensive Financial Planning's IYT Position: Q2 2026 in Review

Comprehensive Financial Planning increased its iShares US Transportation ETF (IYT) stake by 0.32% in Q2 2026, buying an estimated $82 and bringing the position to 318 shares worth $27.6K. The position accounts for 0.01% of the portfolio, ranked #219.

Comprehensive Financial Planning first reported a position in IYT in Q4 2024 and has held it in 7 quarters since. The position peaked at $191K in Q4 2024. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

Comprehensive Financial Planning held 318 shares of iShares US Transportation ETF worth $27.6K as of Q2 2026.
Comprehensive Financial Planning bought 1 iShares US Transportation ETF share in Q2 2026, an estimated $82.
iShares US Transportation ETF made up 0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #219 holding.
Comprehensive Financial Planning first reported a position in iShares US Transportation ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's iShares US Transportation ETF position peaked at $191K in Q4 2024.
258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.