Creative Planning’s iShares US Transportation ETF IYT Stock Holding History

Creative Planning’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 Q1	$1.69M	Buy	22,656 +887	+4%	+$69K	﹤0.01%	2041
2025 Q4	$1.62M	Sell	21,769 -1,900	-8%	-$138K	﹤0.01%	1887
2025 Q3	$1.7M	Sell	23,669 -1,444	-6%	-$102K	﹤0.01%	1668
2025 Q2	$1.72M	Sell	25,113 -514	-2%	-$32.8K	﹤0.01%	1440
2025 Q1	$1.64M	Sell	25,627 -425	-2%	-$29.3K	﹤0.01%	1339
2024 Q4	$1.76M	Buy	26,052 +8	+0%	+$566	﹤0.01%	1220
2024 Q3	$1.79M	Buy	26,044 +878	+3%	+$57.8K	﹤0.01%	1125
2024 Q2	$1.65M	Sell	25,166 -579	-2%	-$38K	﹤0.01%	1090
2024 Q1	$1.81M	Sell	25,745 -31	-0.1%	-$2.1K	﹤0.01%	1008
2023 Q4	$1.69M	Sell	25,776 -5,908	-19%	-$354K	﹤0.01%	979
2023 Q3	$1.85M	Buy	31,684 +6,192	+24%	+$387K	﹤0.01%	880
2023 Q2	$1.59M	Sell	25,492 -1,464	-5%	-$83.9K	﹤0.01%	917
2023 Q1	$1.54M	Buy	26,956 +3,472	+15%	+$199K	﹤0.01%	890
2022 Q4	$1.25M	Buy	23,484 +92	+0.4%	+$4.97K	﹤0.01%	929
2022 Q3	$1.15M	Buy	23,392 +4,640	+25%	+$262K	﹤0.01%	913
2022 Q2	$998K	Sell	18,752 -476	-2%	-$27.7K	﹤0.01%	979
2022 Q1	$1.3M	Buy	19,228 +2,136	+12%	+$140K	﹤0.01%	868
2021 Q4	$1.18M	Sell	17,092 -1,452	-8%	-$97K	﹤0.01%	884
2021 Q3	$1.13M	Sell	18,544 -152	-0.8%	-$9.61K	﹤0.01%	891
2021 Q2	$1.22M	Sell	18,696 -168	-0.9%	-$11.2K	﹤0.01%	858
2021 Q1	$1.22M	Sell	18,864 -1,276	-6%	-$74.9K	﹤0.01%	934
2020 Q4	$1.11M	Buy	20,140 +376	+2%	+$20.1K	﹤0.01%	898
2020 Q3	$983K	Buy	19,764 +9,480	+92%	+$443K	﹤0.01%	810
2020 Q2	$418K	Buy	10,284 +376	+4%	+$14.3K	﹤0.01%	1122
2020 Q1	$342K	Sell	9,908 -40	-0.4%	-$1.76K	﹤0.01%	1125
2019 Q4	$486K	Hold	9,948	–	–	﹤0.01%	1124
2019 Q3	$463K	Hold	9,948	–	–	﹤0.01%	1115
2019 Q2	$468K	Sell	9,948 -300	-3%	-$14.2K	﹤0.01%	1117
2019 Q1	$480K	Sell	10,248 -240	-2%	-$10.9K	﹤0.01%	1047
2018 Q4	$433K	Buy	10,488 +224	+2%	+$10.3K	﹤0.01%	1032
2018 Q3	$525K	Sell	10,264 -24	-0.2%	-$1.2K	﹤0.01%	1048
2018 Q2	$479K	Sell	10,288 -14,000	-58%	-$670K	﹤0.01%	1097
2018 Q1	$1.14M	Buy	24,288 +13,868	+133%	+$669K	﹤0.01%	668
2017 Q4	$499K	Buy	10,420 +116	+1%	+$5.23K	﹤0.01%	1067
2017 Q3	$460K	Sell	10,304 -17,300	-63%	-$734K	﹤0.01%	1097
2017 Q2	$1.19M	Buy	27,604 +12,500	+83%	+$517K	0.01%	609
2017 Q1	$619K	Buy	15,104 +9,040	+149%	+$376K	﹤0.01%	881
2016 Q4	$247K	Buy	6,064 +728	+14%	+$28.3K	﹤0.01%	1295
2016 Q3	$194K	Sell	5,336 -400	-7%	-$14.1K	﹤0.01%	1413
2016 Q2	$192K	Sell	5,736 -496	-8%	-$17.2K	﹤0.01%	1274
2016 Q1	$222K	Buy	6,232 +2,316	+59%	+$75.7K	﹤0.01%	1159
2015 Q4	$132K	Sell	3,916 -1,560	-28%	-$55.9K	﹤0.01%	1473
2015 Q3	$192K	Buy	+5,476	New	+$199K	﹤0.01%	1218
2015 Q2	–	Sell	-4,776	Closed	-$187K	–	2067
2015 Q1	$187K	Sell	4,776 -1,080	-18%	-$43.3K	﹤0.01%	1223
2014 Q4	$240K	Buy	5,856 +3,256	+125%	+$128K	﹤0.01%	1027
2014 Q3	$98K	Buy	2,600 +300	+13%	+$11.2K	﹤0.01%	1495
2014 Q2	$85K	Sell	2,300 -160	-7%	-$5.63K	﹤0.01%	1543
2014 Q1	$83K	Buy	2,460 +860	+54%	+$28.4K	﹤0.01%	1514
2013 Q4	$53K	Sell	1,600 -4,000	-71%	-$126K	﹤0.01%	1570
2013 Q3	$165K	Buy	5,600 +5,200	+1,300%	+$150K	﹤0.01%	842
2013 Q2	$11K	Buy	+400	New	+$11.1K	﹤0.01%	2226

Other funds holding IYT

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

FFB

First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's IYT Position: Q1 2026 in Review

Creative Planning increased its iShares US Transportation ETF (IYT) stake by 4.1% in Q1 2026, buying an estimated $69K and bringing the position to 22,656 shares worth $1.69M. The position accounts for ﹤0.01% of the portfolio, ranked #2041.

Creative Planning first reported a position in IYT in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.85M in Q3 2023. 189 funds tracked by Wall St. Rank hold IYT as of Q1 2026.

Creative Planning held 22,656 shares of iShares US Transportation ETF worth $1.69M as of Q1 2026.
Creative Planning bought 887 iShares US Transportation ETF shares in Q1 2026, an estimated $69K.
iShares US Transportation ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2041 holding.
Creative Planning first reported a position in iShares US Transportation ETF in Q2 2013 and has held it in 51 quarters since.
Creative Planning's iShares US Transportation ETF position peaked at $1.85M in Q3 2023.
189 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.