First Wilshire Securities Management’s iShares US Transportation ETF IYT Stock Holding History

First Wilshire Securities Management’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	$486K	Hold	5,600	–	–	0.1%	58
2026 Q1	$418K	Hold	5,600	–	–	0.09%	61
2025 Q4	$417K	Hold	5,600	–	–	0.11%	65
2025 Q3	$402K	Hold	5,600	–	–	0.11%	65
2025 Q2	$384K	Hold	5,600	–	–	0.1%	62
2025 Q1	$359K	Sell	5,600 -1,200	-18%	-$82.7K	0.1%	60
2024 Q4	$459K	Hold	6,800	–	–	0.12%	60
2024 Q3	$469K	Hold	6,800	–	–	0.13%	56
2024 Q2	$445K	Hold	6,800	–	–	0.14%	59
2024 Q1	$479K	Hold	6,800	–	–	0.14%	57
2023 Q4	$446K	Hold	6,800	–	–	0.14%	59
2023 Q3	$397K	Hold	6,800	–	–	0.14%	62
2023 Q2	$425K	Hold	6,800	–	–	0.15%	57
2023 Q1	$387K	Hold	6,800	–	–	0.13%	59
2022 Q4	$363K	Hold	6,800	–	–	0.13%	64
2022 Q3	$334K	Hold	6,800	–	–	0.14%	60
2022 Q2	$362K	Hold	6,800	–	–	0.14%	59
2022 Q1	$459K	Hold	6,800	–	–	0.16%	53
2021 Q4	$470K	Hold	6,800	–	–	0.15%	52
2021 Q3	$413K	Buy	6,800 +2,800	+70%	+$177K	0.14%	55
2021 Q2	$260K	Buy	+4,000	New	+$267K	0.09%	73

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

First Wilshire Securities Management's IYT Position: Q2 2026 in Review

First Wilshire Securities Management held its iShares US Transportation ETF (IYT) position steady in Q2 2026 at 5,600 shares worth $486K. The position accounts for 0.1% of the portfolio, ranked #58.

First Wilshire Securities Management first reported a position in IYT in Q2 2021 and has held it in 21 quarters since. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

First Wilshire Securities Management held 5,600 shares of iShares US Transportation ETF worth $486K as of Q2 2026.
First Wilshire Securities Management left its iShares US Transportation ETF share count unchanged in Q2 2026.
iShares US Transportation ETF made up 0.1% of First Wilshire Securities Management's portfolio in Q2 2026, its #58 holding.
First Wilshire Securities Management first reported a position in iShares US Transportation ETF in Q2 2021 and has held it in 21 quarters since.
258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on First Wilshire Securities Management's 13F filing for Q2 2026, filed 14 Aug 2026.