Garrison Point Advisors’s iShares US Transportation ETF IYT Stock Holding History

Garrison Point Advisors’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 Q1	$528K	Hold	7,080	–	–	0.24%	104
2025 Q4	$528K	Sell	7,080 -80	-1%	-$5.81K	0.23%	101
2025 Q3	$513K	Sell	7,160 -20	-0.3%	-$1.41K	0.22%	102
2025 Q2	$492K	Hold	7,180	–	–	0.23%	103
2025 Q1	$460K	Sell	7,180 -500	-7%	-$34.5K	0.22%	105
2024 Q4	$519K	Sell	7,680 -70	-0.9%	-$4.95K	0.25%	98
2024 Q3	$534K	Hold	7,750	–	–	0.33%	87
2024 Q2	$507K	Sell	7,750 -70	-0.9%	-$4.6K	0.33%	86
2024 Q1	$551K	Buy	7,820 +12	+0.2%	+$812	0.35%	88
2023 Q4	$512K	Hold	7,808	–	–	0.36%	88
2023 Q3	$456K	Sell	7,808 -80	-1%	-$5K	0.35%	91
2023 Q2	$493K	Hold	7,888	–	–	0.35%	88
2023 Q1	$449K	Sell	7,888 -60	-0.8%	-$3.43K	0.34%	94
2022 Q4	$424K	Hold	7,948	–	–	0.35%	93
2022 Q3	$391K	Sell	7,948 -340	-4%	-$19.2K	0.35%	92
2022 Q2	$441K	Sell	8,288 -60	-0.7%	-$3.49K	0.37%	87
2022 Q1	$563K	Hold	8,348	–	–	0.39%	83
2021 Q4	$577K	Hold	8,348	–	–	0.38%	82
2021 Q3	$508K	Sell	8,348 -40	-0.5%	-$2.53K	0.37%	86
2021 Q2	$545K	Sell	8,388 -100	-1%	-$6.68K	0.39%	80
2021 Q1	$547K	Sell	8,488 -160	-2%	-$9.39K	0.42%	76
2020 Q4	$477K	Hold	8,648	–	–	0.38%	80
2020 Q3	$430K	Sell	8,648 -300	-3%	-$14K	0.39%	80
2020 Q2	$364K	Buy	8,948 +500	+6%	+$19K	0.36%	86
2020 Q1	$292K	Sell	8,448 -860	-9%	-$37.8K	0.36%	90
2019 Q4	$455K	Buy	9,308 +120	+1%	+$5.75K	0.42%	84
2019 Q3	$428K	Buy	9,188 +480	+6%	+$22.4K	0.42%	85
2019 Q2	$410K	Buy	8,708 +480	+6%	+$22.7K	0.41%	85
2019 Q1	$385K	Buy	8,228 +420	+5%	+$19.1K	0.4%	86
2018 Q4	$322K	Buy	+7,808	New	+$360K	0.4%	91

Other funds holding IYT

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

FFB

First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Garrison Point Advisors's IYT Position: Q1 2026 in Review

Garrison Point Advisors held its iShares US Transportation ETF (IYT) position steady in Q1 2026 at 7,080 shares worth $528K. The position accounts for 0.24% of the portfolio, ranked #104.

Garrison Point Advisors first reported a position in IYT in Q4 2018 and has held it in 30 quarters since. The position peaked at $577K in Q4 2021. 189 funds tracked by Wall St. Rank hold IYT as of Q1 2026.

Garrison Point Advisors held 7,080 shares of iShares US Transportation ETF worth $528K as of Q1 2026.
Garrison Point Advisors left its iShares US Transportation ETF share count unchanged in Q1 2026.
iShares US Transportation ETF made up 0.24% of Garrison Point Advisors's portfolio in Q1 2026, its #104 holding.
Garrison Point Advisors first reported a position in iShares US Transportation ETF in Q4 2018 and has held it in 30 quarters since.
Garrison Point Advisors's iShares US Transportation ETF position peaked at $577K in Q4 2021.
189 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2026.

Based on Garrison Point Advisors's 13F filing for Q1 2026, filed 13 May 2026.