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
2026 Q2	$311K	Buy	+3,583	New	+$293K	﹤0.01%	1277
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 $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

EP Wealth Advisors opened a new position in iShares US Transportation ETF (IYT) in Q2 2026: 3,583 shares worth $311K. The stake represents ﹤0.01% of the portfolio and ranks #1277 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in IYT as recently as Q2 2025.

EP Wealth Advisors first reported a position in IYT in Q3 2015 and has held it in 11 quarters since. The position peaked at $327K in Q3 2015. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

EP Wealth Advisors held 3,583 shares of iShares US Transportation ETF worth $311K as of Q2 2026.
iShares US Transportation ETF was a new EP Wealth Advisors position in Q2 2026.
iShares US Transportation ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1277 holding.
EP Wealth Advisors first reported a position in iShares US Transportation ETF in Q3 2015 and has held it in 11 quarters since.
EP Wealth Advisors's iShares US Transportation ETF position peaked at $327K in Q3 2015.
258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.