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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
Q3 		$240K Buy
3,063
+205
+7% +$17.5K ﹤0.01% 1402
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

DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CWA
Clarus Wealth Advisors Peoria, Arizona $275M AUM 18.32% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Independent Financial Group's IYT Position: Q3 2026 in Review

Independent Financial Group increased its iShares US Transportation ETF (IYT) stake by 7.2% in Q3 2026, buying an estimated $17.5K and bringing the position to 3,063 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

Independent Financial Group first reported a position in IYT in Q4 2020 and has held it in 5 quarters since. The position peaked at $250K in Q2 2021. 18 funds tracked by Wall St. Rank hold IYT as of Q3 2026.

  • Independent Financial Group held 3,063 shares of iShares US Transportation ETF worth $240K as of Q3 2026.
  • Independent Financial Group bought 205 iShares US Transportation ETF shares in Q3 2026, an estimated $17.5K.
  • iShares US Transportation ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q3 2026, its #1402 holding.
  • Independent Financial Group first reported a position in iShares US Transportation ETF in Q4 2020 and has held it in 5 quarters since.
  • Independent Financial Group's iShares US Transportation ETF position peaked at $250K in Q2 2021.
  • 18 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.