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
2026 Q2	$261K	Buy	+3,008	New	+$246K	﹤0.01%	1410
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

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 22.96% 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

Global Retirement Partners's IYT Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares US Transportation ETF (IYT) in Q2 2026: 3,008 shares worth $261K. The stake represents ﹤0.01% of the portfolio and ranks #1410 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IYT as recently as Q4 2025.

Global Retirement Partners first reported a position in IYT in Q1 2023 and has held it in 12 quarters since. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

Global Retirement Partners held 3,008 shares of iShares US Transportation ETF worth $261K as of Q2 2026.
iShares US Transportation ETF was a new Global Retirement Partners position in Q2 2026.
iShares US Transportation ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1410 holding.
Global Retirement Partners first reported a position in iShares US Transportation ETF in Q1 2023 and has held it in 12 quarters since.
258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.