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Founders Financial Alliance’s iShares US Transportation ETF IYT Stock Holding History

Founders Financial Alliance’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 		$9.02K Sell
104
-34
-25% -$2.78K ﹤0.01% 699
2026
Q1 		$10.3K Hold
138
– – ﹤0.01% 634
2025
Q4 		$10.3K Hold
138
– – ﹤0.01% 505
2025
Q3 		$9.9K Hold
138
– – ﹤0.01% 607
2025
Q2 		$9.46K Hold
138
– – ﹤0.01% 464
2025
Q1 		$8.83K Hold
138
– – ﹤0.01% 535
2024
Q4 		$9.31K Hold
138
– – ﹤0.01% 487
2024
Q3 		$9.49K Hold
138
– – ﹤0.01% 496
2024
Q2 		$9K Sell
138
-203
-60% -$13.3K ﹤0.01% 478
2024
Q1 		$24K Buy
341
+97
+40% +$6.57K 0.01% 431
2023
Q4 		$16.1K Sell
244
-348
-59% -$20.9K 0.01% 407
2023
Q3 		$34.6K Hold
592
– – 0.02% 343
2023
Q2 		$37K Sell
592
-176
-23% -$10.1K 0.01% 367
2023
Q1 		$43.7K Sell
768
-208
-21% -$11.9K 0.02% 311
2022
Q4 		$52K Buy
976
+4
+0.4% +$216 0.02% 321
2022
Q3 		$48K Sell
972
-800
-45% -$45.2K 0.02% 320
2022
Q2 		$94K Buy
1,772
+564
+47% +$32.8K 0.05% 269
2022
Q1 		$82K Sell
1,208
-172
-12% -$11.3K 0.04% 277
2021
Q4 		$95K Buy
1,380
+40
+3% +$2.67K 0.04% 304
2021
Q3 		$81K Buy
1,340
+228
+21% +$14.4K 0.04% 298
2021
Q2 		$73K Hold
1,112
– – 0.03% 316
2021
Q1 		$75K Buy
+1,112
New +$65.3K 0.04% 300

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

Founders Financial Alliance's IYT Position: Q2 2026 in Review

Founders Financial Alliance reduced its iShares US Transportation ETF (IYT) stake by 25% in Q2 2026, selling an estimated $2.78K and leaving 104 shares worth $9.02K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Founders Financial Alliance first reported a position in IYT in Q1 2021 and has held it in 22 quarters since. The position peaked at $95K in Q4 2021. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

  • Founders Financial Alliance held 104 shares of iShares US Transportation ETF worth $9.02K as of Q2 2026.
  • Founders Financial Alliance sold 34 iShares US Transportation ETF shares in Q2 2026, an estimated $2.78K.
  • iShares US Transportation ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #699 holding.
  • Founders Financial Alliance first reported a position in iShares US Transportation ETF in Q1 2021 and has held it in 22 quarters since.
  • Founders Financial Alliance's iShares US Transportation ETF position peaked at $95K in Q4 2021.
  • 258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.