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 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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

CWA

Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

GWMR

GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

HIP

Harrell Investment Partners Austin, Texas $461M AUM 31.07% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

CoreCap Advisors's IYT Position: Q2 2026 in Review

CoreCap Advisors opened a new position in iShares US Transportation ETF (IYT) in Q2 2026: 328 shares worth $28.5K. The stake represents ﹤0.01% of the portfolio and ranks #1653 among its holdings. This is a return to the name: CoreCap Advisors previously reported a position in IYT as recently as Q4 2024.

CoreCap Advisors first reported a position in IYT in Q4 2021 and has held it in 6 quarters since. The position peaked at $31.5K in Q1 2024. 19 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

CoreCap Advisors held 328 shares of iShares US Transportation ETF worth $28.5K as of Q2 2026.
iShares US Transportation ETF was a new CoreCap Advisors position in Q2 2026.
iShares US Transportation ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1653 holding.
CoreCap Advisors first reported a position in iShares US Transportation ETF in Q4 2021 and has held it in 6 quarters since.
CoreCap Advisors's iShares US Transportation ETF position peaked at $31.5K in Q1 2024.
19 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.