Dynamic Advisor Solutions’s iShares US Transportation ETF IYT Stock Holding History

Dynamic Advisor Solutions’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
2025 Q2	–	Sell	-5,201	Closed	-$333K	–	914
2025 Q1	$333K	Sell	5,201 -21,076	-80%	-$1.45M	0.01%	675
2024 Q4	$1.78M	Buy	26,277 +11,637	+79%	+$823K	0.08%	227
2024 Q3	$1.01M	Buy	+14,640	New	+$964K	0.03%	445
2023 Q3	–	Sell	-20,396	Closed	-$1.27M	–	864
2023 Q2	$1.27M	Buy	+20,396	New	+$1.17M	0.07%	290
2021 Q1	–	Sell	-140,320	Closed	-$7.74M	–	728
2020 Q4	$7.74M	Sell	140,320 -17,572	-11%	-$938K	0.72%	23
2020 Q3	$7.85M	Buy	+157,892	New	+$7.39M	0.89%	17

Other funds holding IYT

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

FFB

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Dynamic Advisor Solutions's IYT Position: Q2 2025 in Review

Dynamic Advisor Solutions sold out of iShares US Transportation ETF (IYT) in Q2 2025, closing a stake of 5,201 shares — an estimated $333K sold.

Dynamic Advisor Solutions first reported a position in IYT in Q3 2020 and held it in 6 quarters. The position peaked at $7.85M in Q3 2020. 174 funds tracked by Wall St. Rank hold IYT as of Q2 2025.

Dynamic Advisor Solutions reported no remaining iShares US Transportation ETF position as of Q2 2025 after selling out during the quarter.
Dynamic Advisor Solutions sold 5,201 iShares US Transportation ETF shares in Q2 2025, an estimated $333K.
Dynamic Advisor Solutions first reported a position in iShares US Transportation ETF in Q3 2020 and held it in 6 quarters.
Dynamic Advisor Solutions's iShares US Transportation ETF position peaked at $7.85M in Q3 2020.
174 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2025.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2025, filed 9 Jul 2025.