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 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

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

Grimes & Company's IYT Position: Q1 2026 in Review

Grimes & Company reduced its iShares US Transportation ETF (IYT) stake by 2.3% in Q1 2026, selling an estimated $79.9K and leaving 43,135 shares worth $3.22M. The position accounts for 0.09% of the portfolio, ranked #143.

Grimes & Company first reported a position in IYT in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.53M in Q2 2025. 189 funds tracked by Wall St. Rank hold IYT as of Q1 2026.

Grimes & Company held 43,135 shares of iShares US Transportation ETF worth $3.22M as of Q1 2026.
Grimes & Company sold 1,028 iShares US Transportation ETF shares in Q1 2026, an estimated $79.9K.
iShares US Transportation ETF made up 0.09% of Grimes & Company's portfolio in Q1 2026, its #143 holding.
Grimes & Company first reported a position in iShares US Transportation ETF in Q4 2024 and has held it in 5 quarters since.
Grimes & Company's iShares US Transportation ETF position peaked at $3.53M in Q2 2025.
189 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2026.

Based on Grimes & Company's 13F filing for Q1 2026, filed 21 Apr 2026.