HBW Advisory Services’s iShares US Transportation ETF IYT Stock Holding History

HBW Advisory Services’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	$253K	Sell	2,915 -39	-1%	-$3.19K	0.02%	416
2026 Q1	$220K	Buy	+2,954	New	+$230K	0.02%	414
2020 Q4	–	Sell	-12,152	Closed	-$604K	–	231
2020 Q3	$604K	Buy	+12,152	New	+$568K	0.25%	97

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 22.9% 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

HBW Advisory Services's IYT Position: Q2 2026 in Review

HBW Advisory Services reduced its iShares US Transportation ETF (IYT) stake by 1.3% in Q2 2026, selling an estimated $3.19K and leaving 2,915 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #416.

HBW Advisory Services first reported a position in IYT in Q3 2020 and has held it in 3 quarters since. The position peaked at $604K in Q3 2020. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

HBW Advisory Services held 2,915 shares of iShares US Transportation ETF worth $253K as of Q2 2026.
HBW Advisory Services sold 39 iShares US Transportation ETF shares in Q2 2026, an estimated $3.19K.
iShares US Transportation ETF made up 0.02% of HBW Advisory Services's portfolio in Q2 2026, its #416 holding.
HBW Advisory Services first reported a position in iShares US Transportation ETF in Q3 2020 and has held it in 3 quarters since.
HBW Advisory Services's iShares US Transportation ETF position peaked at $604K in Q3 2020.
258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.