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

EP 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
2025 Q2	$106K	Sell	1,553 -536	-26%	-$34.2K	﹤0.01%	1376
2025 Q1	$134K	Sell	2,089 -579	-22%	-$39.9K	﹤0.01%	1209
2024 Q4	$180K	Buy	+2,668	New	+$189K	﹤0.01%	1106
2024 Q3	–	Sell	-2,068	Closed	-$135K	–	1196
2024 Q2	$135K	Sell	2,068 -80	-4%	-$5.25K	﹤0.01%	800
2024 Q1	$151K	Buy	2,148 +40	+2%	+$2.71K	﹤0.01%	766
2023 Q4	$138K	Hold	2,108	–	–	﹤0.01%	751
2023 Q3	$123K	Buy	+2,108	New	+$132K	﹤0.01%	719
2023 Q1	–	Sell	-2,108	Closed	-$113K	–	671
2022 Q4	$113K	Buy	+2,108	New	+$114K	﹤0.01%	592
2022 Q3	–	Sell	-2,124	Closed	-$113K	–	488
2022 Q2	$113K	Buy	+2,124	New	+$124K	﹤0.01%	629
2015 Q4	–	Sell	-9,340	Closed	-$327K	–	150
2015 Q3	$327K	Buy	+9,340	New	+$339K	0.06%	107

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

EP Wealth Advisors's IYT Position: Q2 2025 in Review

EP Wealth Advisors reduced its iShares US Transportation ETF (IYT) stake by 26% in Q2 2025, selling an estimated $34.2K and leaving 1,553 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #1376.

EP Wealth Advisors first reported a position in IYT in Q3 2015 and has held it in 10 quarters since. The position peaked at $327K in Q3 2015. 174 funds tracked by Wall St. Rank hold IYT as of Q2 2025.

EP Wealth Advisors held 1,553 shares of iShares US Transportation ETF worth $106K as of Q2 2025.
EP Wealth Advisors sold 536 iShares US Transportation ETF shares in Q2 2025, an estimated $34.2K.
iShares US Transportation ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1376 holding.
EP Wealth Advisors first reported a position in iShares US Transportation ETF in Q3 2015 and has held it in 10 quarters since.
EP Wealth Advisors's iShares US Transportation ETF position peaked at $327K in Q3 2015.
174 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.