Global Retirement Partners’s iShares US Transportation ETF IYT Stock Holding History

Global Retirement Partners’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
2025 Q4	$150K	Buy	2,007 +498	+33%	+$36.2K	﹤0.01%	1654
2025 Q3	$108K	Sell	1,509 -8	-0.5%	-$564	﹤0.01%	1478
2025 Q2	$104K	Buy	+1,517	New	+$96.8K	﹤0.01%	1417
2024 Q4	$106K	Buy	1,567 +1,359	+653%	+$96.1K	﹤0.01%	1242
2024 Q3	$14.3K	Hold	208	–	–	﹤0.01%	2151
2024 Q2	$13.6K	Hold	208	–	–	﹤0.01%	2178
2024 Q1	$14.6K	Hold	208	–	–	﹤0.01%	1947
2023 Q4	$13.3K	Hold	208	–	–	﹤0.01%	1944
2023 Q3	$12K	Hold	208	–	–	﹤0.01%	1876
2023 Q2	$13K	Hold	208	–	–	﹤0.01%	1868
2023 Q1	$11.8K	Buy	+208	New	+$11.9K	﹤0.01%	1858

Other funds holding IYT

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 $761B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Bank of America

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

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return