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Grimes & Company’s iShares US Transportation ETF IYT Stock Holding History

Grimes & Company’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 		$3.53M Sell
40,710
-2,425
-6% -$198K 0.08% 159
2026
Q1 		$3.22M Sell
43,135
-1,028
-2% -$79.9K 0.09% 143
2025
Q4 		$3.29M Sell
44,163
-4,845
-10% -$352K 0.08% 148
2025
Q3 		$3.51M Sell
49,008
-2,479
-5% -$175K 0.09% 137
2025
Q2 		$3.53M Buy
+51,487
New +$3.28M 0.1% 126
2025
Q1 		– Sell
-32,703
Closed -$2.21M – 394
2024
Q4 		$2.21M Buy
+32,703
New +$2.31M 0.06% 146

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

Grimes & Company's IYT Position: Q2 2026 in Review

Grimes & Company reduced its iShares US Transportation ETF (IYT) stake by 5.6% in Q2 2026, selling an estimated $198K and leaving 40,710 shares worth $3.53M. The position accounts for 0.08% of the portfolio, ranked #159.

Grimes & Company first reported a position in IYT in Q4 2024 and has held it in 6 quarters since. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

  • Grimes & Company held 40,710 shares of iShares US Transportation ETF worth $3.53M as of Q2 2026.
  • Grimes & Company sold 2,425 iShares US Transportation ETF shares in Q2 2026, an estimated $198K.
  • iShares US Transportation ETF made up 0.08% of Grimes & Company's portfolio in Q2 2026, its #159 holding.
  • Grimes & Company first reported a position in iShares US Transportation ETF in Q4 2024 and has held it in 6 quarters since.
  • 258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.