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IFG Advisory’s iShares US Transportation ETF IYT Stock Holding History

IFG Advisory’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 		$58K Buy
+669
New +$54.7K ﹤0.01% 1281
2025
Q1 		– Sell
-8,351
Closed -$564K – 702
2024
Q4 		$564K Buy
+8,351
New +$591K 0.03% 391

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

IFG Advisory's IYT Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares US Transportation ETF (IYT) in Q2 2026: 669 shares worth $58K. The stake represents ﹤0.01% of the portfolio and ranks #1281 among its holdings. This is a return to the name: IFG Advisory previously reported a position in IYT as recently as Q4 2024.

IFG Advisory first reported a position in IYT in Q4 2024 and has held it in 2 quarters since. The position peaked at $564K in Q4 2024. 257 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

  • IFG Advisory held 669 shares of iShares US Transportation ETF worth $58K as of Q2 2026.
  • iShares US Transportation ETF was a new IFG Advisory position in Q2 2026.
  • iShares US Transportation ETF made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1281 holding.
  • IFG Advisory first reported a position in iShares US Transportation ETF in Q4 2024 and has held it in 2 quarters since.
  • IFG Advisory's iShares US Transportation ETF position peaked at $564K in Q4 2024.
  • 257 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.