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CPR Investments’s iShares US Transportation ETF IYT Stock Holding History

CPR Investments’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 		– Sell
-2,946
Closed -$220K – 62
2026
Q1 		$220K Buy
+2,946
New +$229K 0.15% 46
2024
Q2 		– Sell
-5,057
Closed -$356K – 50
2024
Q1 		$356K Buy
+5,057
New +$342K 0.27% 38

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 22.96% 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

CPR Investments's IYT Position: Q2 2026 in Review

CPR Investments sold out of iShares US Transportation ETF (IYT) in Q2 2026, closing a stake of 2,946 shares — an estimated $220K sold.

CPR Investments first reported a position in IYT in Q1 2024 and held it in 2 quarters. The position peaked at $356K in Q1 2024. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

  • CPR Investments reported no remaining iShares US Transportation ETF position as of Q2 2026 after selling out during the quarter.
  • CPR Investments sold 2,946 iShares US Transportation ETF shares in Q2 2026, an estimated $220K.
  • CPR Investments first reported a position in iShares US Transportation ETF in Q1 2024 and held it in 2 quarters.
  • CPR Investments's iShares US Transportation ETF position peaked at $356K in Q1 2024.
  • 258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on CPR Investments's 13F filing for Q2 2026, filed 15 Jul 2026.