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BFC Planning, Inc.’s iShares US Transportation ETF IYT Stock Holding History

BFC Planning, Inc.’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 		$86.8K Buy
1,000
+860
+614% +$70.4K ﹤0.01% 1295
2026
Q1 		$10.5K Hold
140
– – ﹤0.01% 2027
2025
Q4 		$10.4K Buy
140
+34
+32% +$2.47K ﹤0.01% 2061
2025
Q3 		$7.6K Hold
106
– – ﹤0.01% 2045
2025
Q2 		$7.25K Sell
106
-72
-40% -$4.59K ﹤0.01% 1932
2025
Q1 		$11.4K Sell
178
-103
-37% -$7.1K ﹤0.01% 1706
2024
Q4 		$19K Buy
+281
New +$19.9K ﹤0.01% 1483

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 22.9% 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 $84.4B AUM 20.16% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 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 $468B AUM 17.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BFC Planning, Inc.'s IYT Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares US Transportation ETF (IYT) stake by 614% in Q2 2026, buying an estimated $70.4K and bringing the position to 1,000 shares worth $86.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1295.

BFC Planning, Inc. first reported a position in IYT in Q4 2024 and has held it in 7 quarters since. 260 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

  • BFC Planning, Inc. held 1,000 shares of iShares US Transportation ETF worth $86.8K as of Q2 2026.
  • BFC Planning, Inc. bought 860 iShares US Transportation ETF shares in Q2 2026, an estimated $70.4K.
  • iShares US Transportation ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1295 holding.
  • BFC Planning, Inc. first reported a position in iShares US Transportation ETF in Q4 2024 and has held it in 7 quarters since.
  • 260 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.