Delos Wealth Advisors’s iShares US Transportation ETF IYT Stock Holding History

Delos Wealth 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 Q1	$6.27K	Hold	84	–	–	﹤0.01%	197
2025 Q4	$6.26K	Hold	84	–	–	﹤0.01%	185
2025 Q3	$6.02K	Hold	84	–	–	﹤0.01%	198
2025 Q2	$5.76K	Buy	+84	New	+$5.36K	﹤0.01%	194
2025 Q1	–	Sell	-84	Closed	-$5.68K	–	118
2024 Q4	$5.68K	Hold	84	–	–	﹤0.01%	130
2024 Q3	$5.79K	Sell	84 -332	-80%	-$21.9K	0.01%	127
2024 Q2	$27.2K	Hold	416	–	–	0.03%	91
2024 Q1	$29.3K	Sell	416 -40	-9%	-$2.71K	0.03%	80
2023 Q4	$29.9K	Hold	456	–	–	0.04%	77
2023 Q3	$28.5K	Hold	456	–	–	0.03%	90
2023 Q2	$28.5K	Sell	456 -140	-23%	-$8.03K	0.04%	83
2023 Q1	$33.9K	Sell	596 -2,892	-83%	-$165K	0.04%	71
2022 Q4	$186K	Sell	3,488 -632	-15%	-$34.1K	0.29%	38
2022 Q3	$202K	Sell	4,120 -6,820	-62%	-$386K	0.24%	36
2022 Q2	$582K	Sell	10,940 -20,280	-65%	-$1.18M	0.65%	36
2022 Q1	$2.11M	Sell	31,220 -4,568	-13%	-$300K	2.08%	24
2021 Q4	$2.47M	Buy	35,788 +664	+2%	+$44.4K	2.36%	17
2021 Q3	$2.13M	Buy	35,124 +7,688	+28%	+$486K	2.35%	19
2021 Q2	$1.78M	Buy	+27,436	New	+$1.83M	2.23%	19

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

Delos Wealth Advisors's IYT Position: Q1 2026 in Review

Delos Wealth Advisors held its iShares US Transportation ETF (IYT) position steady in Q1 2026 at 84 shares worth $6.27K. The position accounts for ﹤0.01% of the portfolio, ranked #197.

Delos Wealth Advisors first reported a position in IYT in Q2 2021 and has held it in 19 quarters since. The position peaked at $2.47M in Q4 2021. 189 funds tracked by Wall St. Rank hold IYT as of Q1 2026.

Delos Wealth Advisors held 84 shares of iShares US Transportation ETF worth $6.27K as of Q1 2026.
Delos Wealth Advisors left its iShares US Transportation ETF share count unchanged in Q1 2026.
iShares US Transportation ETF made up ﹤0.01% of Delos Wealth Advisors's portfolio in Q1 2026, its #197 holding.
Delos Wealth Advisors first reported a position in iShares US Transportation ETF in Q2 2021 and has held it in 19 quarters since.
Delos Wealth Advisors's iShares US Transportation ETF position peaked at $2.47M in Q4 2021.
189 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.