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Financial Services Advisory’s iShares US Transportation ETF IYT Stock Holding History

Financial Services Advisory’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 		$1.03M Buy
+11,867
New +$971K 0.26% 41
2018
Q1 		– Sell
-160,956
Closed -$7.71M – 24
2017
Q4 		$7.71M Buy
+160,956
New +$7.25M 5.68% 7

Other funds holding IYT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Financial Services Advisory's IYT Position: Q2 2026 in Review

Financial Services Advisory opened a new position in iShares US Transportation ETF (IYT) in Q2 2026: 11,867 shares worth $1.03M. The stake represents 0.26% of the portfolio and ranks #41 among its holdings. This is a return to the name: Financial Services Advisory previously reported a position in IYT as recently as Q4 2017.

Financial Services Advisory first reported a position in IYT in Q4 2017 and has held it in 2 quarters since. The position peaked at $7.71M in Q4 2017. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

  • Financial Services Advisory held 11,867 shares of iShares US Transportation ETF worth $1.03M as of Q2 2026.
  • iShares US Transportation ETF was a new Financial Services Advisory position in Q2 2026.
  • iShares US Transportation ETF made up 0.26% of Financial Services Advisory's portfolio in Q2 2026, its #41 holding.
  • Financial Services Advisory first reported a position in iShares US Transportation ETF in Q4 2017 and has held it in 2 quarters since.
  • Financial Services Advisory's iShares US Transportation ETF position peaked at $7.71M in Q4 2017.
  • 258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Financial Services Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.