Farther Finance Advisors’s iShares US Transportation ETF IYT Stock Holding History

Farther Finance 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 Q3	$41.3K	Buy	526 +283	+116%	+$24.1K	﹤0.01%	3578
2026 Q2	$21.1K	Buy	243 +56	+30%	+$4.58K	﹤0.01%	3925
2026 Q1	$14.1K	Hold	187	–	–	﹤0.01%	3897
2025 Q4	$13.9K	Hold	187	–	–	﹤0.01%	3688
2025 Q3	$13.4K	Buy	187 +147	+368%	+$10.4K	﹤0.01%	3287
2025 Q2	$2.74K	Hold	40	–	–	﹤0.01%	3588
2025 Q1	$2.56K	Hold	40	–	–	﹤0.01%	3285
2024 Q4	$2.7K	Hold	40	–	–	﹤0.01%	2897
2024 Q3	$2.76K	Hold	40	–	–	﹤0.01%	2876
2024 Q2	$2.59K	Hold	40	–	–	﹤0.01%	2684
2024 Q1	$2.79K	Hold	40	–	–	﹤0.01%	2350
2023 Q4	$2.62K	Buy	+40	New	+$2.4K	﹤0.01%	2313

Other funds holding IYT

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

CWA

Clarus Wealth Advisors Peoria, Arizona $275M AUM 18.32% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Farther Finance Advisors's IYT Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares US Transportation ETF (IYT) stake by 116% in Q3 2026, buying an estimated $24.1K and bringing the position to 526 shares worth $41.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3578.

Farther Finance Advisors first reported a position in IYT in Q4 2023 and has held it in 12 quarters since. 19 funds tracked by Wall St. Rank hold IYT as of Q3 2026.

Farther Finance Advisors held 526 shares of iShares US Transportation ETF worth $41.3K as of Q3 2026.
Farther Finance Advisors bought 283 iShares US Transportation ETF shares in Q3 2026, an estimated $24.1K.
iShares US Transportation ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3578 holding.
Farther Finance Advisors first reported a position in iShares US Transportation ETF in Q4 2023 and has held it in 12 quarters since.
19 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.