CoreCap Advisors’s iShares US Transportation ETF IYT Stock Holding History

CoreCap 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 Q3	$32.9K	Buy	419 +91	+28%	+$7.75K	﹤0.01%	1594
2026 Q2	$28.5K	Buy	+328	New	+$26.8K	﹤0.01%	1653
2025 Q1	–	Sell	-14	Closed	-$946	–	3229
2024 Q4	$946	Buy	+14	New	+$990	﹤0.01%	2385
2024 Q2	–	Sell	-448	Closed	-$31.5K	–	2129
2024 Q1	$31.5K	Buy	+448	New	+$30.3K	﹤0.01%	1291
2022 Q4	$17.3K	Buy	+324	New	+$17.5K	﹤0.01%	1350
2022 Q3	–	Sell	-324	Closed	-$17K	–	1319
2022 Q2	$17K	Buy	+324	New	+$18.9K	﹤0.01%	1297
2022 Q1	–	Sell	-324	Closed	-$22K	–	1318
2021 Q4	$22K	Buy	+324	New	+$21.7K	﹤0.01%	1303

Other funds holding IYT

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Clarus Wealth Advisors Peoria, Arizona $275M AUM 18.32% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return

Massachusetts Wealth Management North Andover, Massachusetts $248M AUM 37.44% 1-Year Est. Return

CoreCap Advisors's IYT Position: Q3 2026 in Review

CoreCap Advisors increased its iShares US Transportation ETF (IYT) stake by 28% in Q3 2026, buying an estimated $7.75K and bringing the position to 419 shares worth $32.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1594.

CoreCap Advisors first reported a position in IYT in Q4 2021 and has held it in 7 quarters since. 46 funds tracked by Wall St. Rank hold IYT as of Q3 2026.

CoreCap Advisors held 419 shares of iShares US Transportation ETF worth $32.9K as of Q3 2026.
CoreCap Advisors bought 91 iShares US Transportation ETF shares in Q3 2026, an estimated $7.75K.
iShares US Transportation ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1594 holding.
CoreCap Advisors first reported a position in iShares US Transportation ETF in Q4 2021 and has held it in 7 quarters since.
46 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.