Financial Insights’s iShares US Transportation ETF IYT Stock Holding History

Financial Insights’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	$227K	Buy	+2,613	New	+$214K	0.06%	140
2023 Q3	–	Sell	-3,340	Closed	-$208K	–	152
2023 Q2	$208K	Buy	+3,340	New	+$191K	0.08%	151
2022 Q2	–	Sell	-3,368	Closed	-$227K	–	87
2022 Q1	$227K	Hold	3,368	–	–	0.21%	70
2021 Q4	$233K	Hold	3,368	–	–	0.2%	75
2021 Q3	$205K	Hold	3,368	–	–	0.19%	78
2021 Q2	$219K	Sell	3,368 -496	-13%	-$33.1K	0.18%	75
2021 Q1	$249K	Hold	3,864	–	–	0.18%	71
2020 Q4	$213K	Buy	+3,864	New	+$206K	0.17%	75

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

Financial Insights's IYT Position: Q2 2026 in Review

Financial Insights opened a new position in iShares US Transportation ETF (IYT) in Q2 2026: 2,613 shares worth $227K. The stake represents 0.06% of the portfolio and ranks #140 among its holdings. This is a return to the name: Financial Insights previously reported a position in IYT as recently as Q2 2023.

Financial Insights first reported a position in IYT in Q4 2020 and has held it in 8 quarters since. The position peaked at $249K in Q1 2021. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

Financial Insights held 2,613 shares of iShares US Transportation ETF worth $227K as of Q2 2026.
iShares US Transportation ETF was a new Financial Insights position in Q2 2026.
iShares US Transportation ETF made up 0.06% of Financial Insights's portfolio in Q2 2026, its #140 holding.
Financial Insights first reported a position in iShares US Transportation ETF in Q4 2020 and has held it in 8 quarters since.
Financial Insights's iShares US Transportation ETF position peaked at $249K in Q1 2021.
258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Financial Insights's 13F filing for Q2 2026, filed 25 Aug 2026.