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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
Q2 		$7.29K Hold
84
– – ﹤0.01% 226
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

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

Delos Wealth Advisors's IYT Position: Q2 2026 in Review

Delos Wealth Advisors held its iShares US Transportation ETF (IYT) position steady in Q2 2026 at 84 shares worth $7.29K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

Delos Wealth Advisors first reported a position in IYT in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.47M in Q4 2021. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

  • Delos Wealth Advisors held 84 shares of iShares US Transportation ETF worth $7.29K as of Q2 2026.
  • Delos Wealth Advisors left its iShares US Transportation ETF share count unchanged in Q2 2026.
  • iShares US Transportation ETF made up ﹤0.01% of Delos Wealth Advisors's portfolio in Q2 2026, its #226 holding.
  • Delos Wealth Advisors first reported a position in iShares US Transportation ETF in Q2 2021 and has held it in 20 quarters since.
  • Delos Wealth Advisors's iShares US Transportation ETF position peaked at $2.47M in Q4 2021.
  • 258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Delos Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.