Congress Wealth Management
IYT icon

Congress Wealth Management’s iShares US Transportation ETF IYT Stock Holding History

Congress Wealth Management’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
2025
Q2 		$951K Buy
13,873
+30
+0.2% +$1.91K 0.01% 724
2025
Q1 		$889K Buy
13,843
+1,995
+17% +$138K 0.01% 662
2024
Q4 		$801K Buy
11,848
+111
+0.9% +$7.85K 0.01% 555
2024
Q3 		$809K Buy
11,737
+1,195
+11% +$78.7K 0.01% 552
2024
Q2 		$690K Buy
10,542
+1
+0% +$66 0.01% 486
2024
Q1 		$742K Buy
10,541
+57
+0.5% +$3.86K 0.01% 403
2023
Q4 		$688K Buy
10,484
+76
+0.7% +$4.55K 0.01% 426
2023
Q3 		$608K Buy
+10,408
New +$651K 0.01% 432

Other funds holding IYT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
First Financial Bankshares
First Financial Bankshares Abilene, Texas $5.34B AUM 28.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Congress Wealth Management's IYT Position: Q2 2025 in Review

Congress Wealth Management increased its iShares US Transportation ETF (IYT) stake by 0.22% in Q2 2025, buying an estimated $1.91K and bringing the position to 13,873 shares worth $951K. The position accounts for 0.01% of the portfolio, ranked #724.

Congress Wealth Management first reported a position in IYT in Q3 2023 and has held it in 8 quarters since. 174 funds tracked by Wall St. Rank hold IYT as of Q2 2025.

  • Congress Wealth Management held 13,873 shares of iShares US Transportation ETF worth $951K as of Q2 2025.
  • Congress Wealth Management bought 30 iShares US Transportation ETF shares in Q2 2025, an estimated $1.91K.
  • iShares US Transportation ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #724 holding.
  • Congress Wealth Management first reported a position in iShares US Transportation ETF in Q3 2023 and has held it in 8 quarters since.
  • 174 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.