Focus Partners Wealth’s iShares US Transportation ETF IYT Stock Holding History

Focus Partners Wealth’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	$340K	Sell	3,914 -449	-10%	-$36.7K	﹤0.01%	2195
2026 Q1	$325K	Sell	4,363 -776	-15%	-$60.3K	﹤0.01%	2143
2025 Q4	$383K	Buy	5,139 +1,352	+36%	+$98.3K	﹤0.01%	2079
2025 Q3	$272K	Sell	3,787 -307	-7%	-$21.6K	﹤0.01%	1900
2025 Q2	$281K	Buy	4,094 +273	+7%	+$17.4K	﹤0.01%	1712
2025 Q1	$245K	Sell	3,821 -270	-7%	-$18.6K	﹤0.01%	1672
2024 Q4	$276K	Buy	+4,091	New	+$289K	﹤0.01%	1588

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 22.9% 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

Focus Partners Wealth's IYT Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares US Transportation ETF (IYT) stake by 10% in Q2 2026, selling an estimated $36.7K and leaving 3,914 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #2195.

Focus Partners Wealth first reported a position in IYT in Q4 2024 and has held it in 7 quarters since. The position peaked at $383K in Q4 2025. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

Focus Partners Wealth held 3,914 shares of iShares US Transportation ETF worth $340K as of Q2 2026.
Focus Partners Wealth sold 449 iShares US Transportation ETF shares in Q2 2026, an estimated $36.7K.
iShares US Transportation ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2195 holding.
Focus Partners Wealth first reported a position in iShares US Transportation ETF in Q4 2024 and has held it in 7 quarters since.
Focus Partners Wealth's iShares US Transportation ETF position peaked at $383K in Q4 2025.
258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.