Creative Financial Designs’s iShares US Transportation ETF IYT Stock Holding History

Creative Financial Designs’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	$77.3K	Buy	+891	New	+$72.9K	﹤0.01%	875
2025 Q3	–	Sell	-94	Closed	-$6.41K	–	2095
2025 Q2	$6.41K	Buy	94 +1	+1%	+$64	﹤0.01%	1459
2025 Q1	$5.97K	Hold	93	–	–	﹤0.01%	1443
2024 Q4	$6.28K	Hold	93	–	–	﹤0.01%	1372
2024 Q3	$6.39K	Hold	93	–	–	﹤0.01%	1316
2024 Q2	$6.05K	Buy	93 +1	+1%	+$66	﹤0.01%	1282
2024 Q1	$6.49K	Hold	92	–	–	﹤0.01%	1253
2023 Q4	$6.04K	Buy	+92	New	+$5.51K	﹤0.01%	1224
2021 Q4	–	Sell	-500	Closed	-$30K	–	1327
2021 Q3	$30K	Hold	500	–	–	0.01%	752
2021 Q2	$32K	Hold	500	–	–	0.01%	718
2021 Q1	$32K	Hold	500	–	–	0.01%	666
2020 Q4	$28K	Hold	500	–	–	0.01%	643
2020 Q3	$25K	Hold	500	–	–	0.01%	614
2020 Q2	$20K	Buy	+500	New	+$19K	0.01%	603
2017 Q1	–	Sell	-1,432	Closed	-$58K	–	796
2016 Q4	$58K	Buy	+1,432	New	+$55.6K	0.05%	215

Other funds holding IYT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Creative Financial Designs's IYT Position: Q2 2026 in Review

Creative Financial Designs opened a new position in iShares US Transportation ETF (IYT) in Q2 2026: 891 shares worth $77.3K. The stake represents ﹤0.01% of the portfolio and ranks #875 among its holdings. This is a return to the name: Creative Financial Designs previously reported a position in IYT as recently as Q2 2025.

Creative Financial Designs first reported a position in IYT in Q4 2016 and has held it in 15 quarters since. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

Creative Financial Designs held 891 shares of iShares US Transportation ETF worth $77.3K as of Q2 2026.
iShares US Transportation ETF was a new Creative Financial Designs position in Q2 2026.
iShares US Transportation ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #875 holding.
Creative Financial Designs first reported a position in iShares US Transportation ETF in Q4 2016 and has held it in 15 quarters since.
258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.