Howe & Rusling’s iShares US Transportation ETF IYT Stock Holding History

Howe & Rusling’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	$281K	Hold	3,244	–	–	0.02%	262
2026 Q1	$242K	Hold	3,244	–	–	0.02%	265
2025 Q4	$242K	Hold	3,244	–	–	0.02%	270
2025 Q3	$233K	Hold	3,244	–	–	0.02%	272
2025 Q2	$222K	Hold	3,244	–	–	0.02%	271
2025 Q1	$208K	Buy	3,244 +188	+6%	+$13K	0.02%	263
2024 Q4	$206K	Hold	3,056	–	–	0.02%	253
2024 Q3	$211K	Hold	3,056	–	–	0.02%	244
2024 Q2	$200K	Sell	3,056 -110	-3%	-$7.23K	0.02%	238
2024 Q1	$223K	Sell	3,166 -34	-1%	-$2.3K	0.02%	237
2023 Q4	$210K	Sell	3,200 -280	-8%	-$16.8K	0.02%	225
2023 Q3	$203K	Buy	3,480 +1,536	+79%	+$96K	0.02%	212
2023 Q2	$121K	Buy	1,944 +584	+43%	+$33.5K	0.01%	237
2023 Q1	$77.5K	Buy	+1,360	New	+$77.8K	0.01%	232
2018 Q2	–	Sell	-120	Closed	-$6K	–	878
2018 Q1	$6K	Buy	+120	New	+$5.79K	﹤0.01%	576

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

Howe & Rusling's IYT Position: Q2 2026 in Review

Howe & Rusling held its iShares US Transportation ETF (IYT) position steady in Q2 2026 at 3,244 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #262.

Howe & Rusling first reported a position in IYT in Q1 2018 and has held it in 15 quarters since. 257 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

Howe & Rusling held 3,244 shares of iShares US Transportation ETF worth $281K as of Q2 2026.
Howe & Rusling left its iShares US Transportation ETF share count unchanged in Q2 2026.
iShares US Transportation ETF made up 0.02% of Howe & Rusling's portfolio in Q2 2026, its #262 holding.
Howe & Rusling first reported a position in iShares US Transportation ETF in Q1 2018 and has held it in 15 quarters since.
257 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.