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Independent Financial Group’s iShares US Transportation ETF IYT Stock Holding History

Independent Financial Group’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 		$248K Buy
+2,858
New +$234K ﹤0.01% 1360
2021
Q3 		– Sell
-3,840
Closed -$250K – 736
2021
Q2 		$250K Buy
3,840
+16
+0.4% +$1.07K 0.03% 590
2021
Q1 		$246K Buy
3,824
+60
+2% +$3.52K 0.03% 530
2020
Q4 		$208K Buy
+3,764
New +$201K 0.03% 515

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

Independent Financial Group's IYT Position: Q2 2026 in Review

Independent Financial Group opened a new position in iShares US Transportation ETF (IYT) in Q2 2026: 2,858 shares worth $248K. The stake represents ﹤0.01% of the portfolio and ranks #1360 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in IYT as recently as Q2 2021.

Independent Financial Group first reported a position in IYT in Q4 2020 and has held it in 4 quarters since. The position peaked at $250K in Q2 2021. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

  • Independent Financial Group held 2,858 shares of iShares US Transportation ETF worth $248K as of Q2 2026.
  • iShares US Transportation ETF was a new Independent Financial Group position in Q2 2026.
  • iShares US Transportation ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1360 holding.
  • Independent Financial Group first reported a position in iShares US Transportation ETF in Q4 2020 and has held it in 4 quarters since.
  • Independent Financial Group's iShares US Transportation ETF position peaked at $250K in Q2 2021.
  • 258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.