CX Institutional
IYT icon

CX Institutional’s iShares US Transportation ETF IYT Stock Holding History

CX Institutional’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 		$396K Sell
5,038
-14
-0.3% -$1.19K 0.01% 531
2026
Q2 		$438K Sell
5,052
-2,779
-35% -$227K 0.01% 506
2026
Q1 		$584K Buy
7,831
+1,322
+20% +$103K 0.02% 429
2025
Q4 		$485K Buy
6,509
+1,567
+32% +$114K 0.01% 431
2025
Q3 		$354K Sell
4,942
-1,836
-27% -$129K 0.01% 520
2025
Q2 		$465K Buy
6,778
+6,718
+11,197% +$429K 0.02% 385
2025
Q1 		$4K Buy
+60
New +$4.14K ﹤0.01% 1089
2023
Q4 		– Sell
-5,892
Closed -$344K – 557
2023
Q3 		$344K Buy
+5,892
New +$368K 0.02% 376
2022
Q4 		– Sell
-58,812
Closed -$2.89M – 539
2022
Q3 		$2.89M Buy
58,812
+18,184
+45% +$1.03M 0.2% 128
2022
Q2 		$2.16M Buy
40,628
+26,396
+185% +$1.54M 0.16% 159
2022
Q1 		$960K Sell
14,232
-41,356
-74% -$2.72M 0.08% 226
2021
Q4 		$3.84M Buy
55,588
+21,036
+61% +$1.41M 0.31% 100
2021
Q3 		$2.1M Sell
34,552
-1,452
-4% -$91.8K 0.17% 141
2021
Q2 		$2.34M Sell
36,004
-2,888
-7% -$193K 0.19% 128
2021
Q1 		$2.5M Buy
38,892
+124
+0.3% +$7.28K 0.22% 110
2020
Q4 		$2.14M Buy
38,768
+38,744
+161,433% +$2.07M 0.21% 148
2020
Q3 		$1K Sell
24
-52
-68% -$2.43K ﹤0.01% 847
2020
Q2 		$3K Sell
76
-45,180
-100% -$1.71M ﹤0.01% 718
2020
Q1 		$1.56M Buy
45,256
+20,476
+83% +$900K 0.26% 80
2019
Q4 		$1.21M Sell
24,780
-296
-1% -$14.2K 0.21% 99
2019
Q3 		$1.17M Buy
25,076
+24,924
+16,397% +$1.16M 0.19% 113
2019
Q2 		$7K Sell
152
-27,188
-99% -$1.28M ﹤0.01% 552
2019
Q1 		$1.28M Buy
27,340
+5,572
+26% +$253K 0.23% 111
2018
Q4 		$898K Buy
21,768
+7,780
+56% +$359K 0.19% 95
2018
Q3 		$715K Buy
+13,988
New +$699K 0.24% 93

Other funds holding IYT

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
McGuire Investment Group
McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Clarus Wealth Advisors
Clarus Wealth Advisors Peoria, Arizona $275M AUM 18.32% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Sage Capital Advisors
Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return
Massachusetts Wealth Management
Massachusetts Wealth Management North Andover, Massachusetts $248M AUM 37.44% 1-Year Est. Return

CX Institutional's IYT Position: Q3 2026 in Review

CX Institutional reduced its iShares US Transportation ETF (IYT) stake by 0.28% in Q3 2026, selling an estimated $1.19K and leaving 5,038 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #531.

CX Institutional first reported a position in IYT in Q3 2018 and has held it in 25 quarters since. The position peaked at $3.84M in Q4 2021. 46 funds tracked by Wall St. Rank hold IYT as of Q3 2026.

  • CX Institutional held 5,038 shares of iShares US Transportation ETF worth $396K as of Q3 2026.
  • CX Institutional sold 14 iShares US Transportation ETF shares in Q3 2026, an estimated $1.19K.
  • iShares US Transportation ETF made up 0.01% of CX Institutional's portfolio in Q3 2026, its #531 holding.
  • CX Institutional first reported a position in iShares US Transportation ETF in Q3 2018 and has held it in 25 quarters since.
  • CX Institutional's iShares US Transportation ETF position peaked at $3.84M in Q4 2021.
  • 46 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.