IAG Wealth Partners’s iShares US Transportation ETF IYT Stock Holding History

IAG Wealth 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
2025 Q3	–	Sell	-80	Closed	-$5.48K	–	525
2025 Q2	$5.48K	Hold	80	–	–	﹤0.01%	394
2025 Q1	$5.12K	Hold	80	–	–	﹤0.01%	398
2024 Q4	$5.41K	Hold	80	–	–	﹤0.01%	417
2024 Q3	$5.51K	Hold	80	–	–	﹤0.01%	396
2024 Q2	$5.23K	Hold	80	–	–	﹤0.01%	396
2024 Q1	$5.63K	Hold	80	–	–	﹤0.01%	366
2023 Q4	$5.25K	Buy	+80	New	+$4.79K	﹤0.01%	361

Other funds holding IYT

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

FFB

First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

IAG Wealth Partners's IYT Position: Q3 2025 in Review

IAG Wealth Partners sold out of iShares US Transportation ETF (IYT) in Q3 2025, closing a stake of 80 shares — an estimated $5.48K sold.

IAG Wealth Partners first reported a position in IYT in Q4 2023 and held it in 7 quarters. The position peaked at $5.63K in Q1 2024. 166 funds tracked by Wall St. Rank hold IYT as of Q3 2025.

IAG Wealth Partners reported no remaining iShares US Transportation ETF position as of Q3 2025 after selling out during the quarter.
IAG Wealth Partners sold 80 iShares US Transportation ETF shares in Q3 2025, an estimated $5.48K.
IAG Wealth Partners first reported a position in iShares US Transportation ETF in Q4 2023 and held it in 7 quarters.
IAG Wealth Partners's iShares US Transportation ETF position peaked at $5.63K in Q1 2024.
166 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2025.

Based on IAG Wealth Partners's 13F filing for Q3 2025, filed 12 Nov 2025.