Ewing Morris & Co Investment Partners’s iShares US Transportation ETF IYT Stock Holding History

Ewing Morris & Co Investment Partners’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	$984K	Buy	+11,345	New	+$928K	0.51%	45

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

Ewing Morris & Co Investment Partners's IYT Position: Q2 2026 in Review

Ewing Morris & Co Investment Partners opened a new position in iShares US Transportation ETF (IYT) in Q2 2026: 11,345 shares worth $984K. The stake represents 0.51% of the portfolio and ranks #45 among its holdings.

258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

Ewing Morris & Co Investment Partners held 11,345 shares of iShares US Transportation ETF worth $984K as of Q2 2026.
iShares US Transportation ETF was a new Ewing Morris & Co Investment Partners position in Q2 2026.
iShares US Transportation ETF made up 0.51% of Ewing Morris & Co Investment Partners's portfolio in Q2 2026, its #45 holding.
258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.