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Concurrent Investment Advisors’s iShares US Transportation ETF IYT Stock Holding History

Concurrent Investment 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 		$6.1M Buy
70,319
+67,472
+2,370% +$5.52M 0.05% 385
2026
Q1 		$212K Buy
+2,847
New +$221K ﹤0.01% 1716
2025
Q4 		– Sell
-3,092
Closed -$222K – 1820
2025
Q3 		$222K Sell
3,092
-28
-0.9% -$1.97K ﹤0.01% 1295
2025
Q2 		$214K Sell
3,120
-27
-0.9% -$1.72K ﹤0.01% 1235
2025
Q1 		$202K Buy
+3,147
New +$217K ﹤0.01% 1123
2024
Q2 		– Sell
-2,878
Closed -$203K – 1042
2024
Q1 		$203K Buy
+2,878
New +$195K 0.01% 803

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 22.9% 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

Concurrent Investment Advisors's IYT Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares US Transportation ETF (IYT) stake by 2,370% in Q2 2026, buying an estimated $5.52M and bringing the position to 70,319 shares worth $6.1M. The position accounts for 0.05% of the portfolio, ranked #385.

Concurrent Investment Advisors first reported a position in IYT in Q1 2024 and has held it in 6 quarters since. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

  • Concurrent Investment Advisors held 70,319 shares of iShares US Transportation ETF worth $6.1M as of Q2 2026.
  • Concurrent Investment Advisors bought 67,472 iShares US Transportation ETF shares in Q2 2026, an estimated $5.52M.
  • iShares US Transportation ETF made up 0.05% of Concurrent Investment Advisors's portfolio in Q2 2026, its #385 holding.
  • Concurrent Investment Advisors first reported a position in iShares US Transportation ETF in Q1 2024 and has held it in 6 quarters since.
  • 258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.