IFWM
IYT icon

Institute for Wealth Management’s iShares US Transportation ETF IYT Stock Holding History

Institute for Wealth Management’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 		$868K Sell
10,008
-44
-0.4% -$3.6K 0.08% 224
2026
Q1 		$750K Buy
10,052
+16
+0.2% +$1.24K 0.08% 243
2025
Q4 		$748K Buy
10,036
+741
+8% +$53.8K 0.08% 239
2025
Q3 		$667K Sell
9,295
-218
-2% -$15.4K 0.07% 267
2025
Q2 		$652K Sell
9,513
-239
-2% -$15.2K 0.07% 262
2025
Q1 		$624K Buy
9,752
+95
+1% +$6.55K 0.08% 255
2024
Q4 		$653K Hold
9,657
– – 0.08% 244
2024
Q3 		$665K Sell
9,657
-80
-0.8% -$5.27K 0.08% 239
2024
Q2 		$637K Buy
9,737
+35
+0.4% +$2.3K 0.09% 236
2024
Q1 		$683K Sell
9,702
-66
-0.7% -$4.47K 0.09% 227
2023
Q4 		$641K Sell
9,768
-140
-1% -$8.39K 0.1% 224
2023
Q3 		$579K Sell
9,908
-40
-0.4% -$2.5K 0.1% 234
2023
Q2 		$621K Buy
9,948
+204
+2% +$11.7K 0.1% 224
2023
Q1 		$555K Sell
9,744
-140
-1% -$8.01K 0.11% 247
2022
Q4 		$528K Sell
9,884
-12
-0.1% -$648 0.11% 246
2022
Q3 		$486K Buy
9,896
+184
+2% +$10.4K 0.11% 242
2022
Q2 		$517K Buy
9,712
+536
+6% +$31.2K 0.1% 263
2022
Q1 		$619K Buy
9,176
+440
+5% +$28.9K 0.1% 248
2021
Q4 		$604K Buy
8,736
+380
+5% +$25.4K 0.1% 243
2021
Q3 		$508K Buy
8,356
+132
+2% +$8.35K 0.09% 274
2021
Q2 		$535K Buy
8,224
+860
+12% +$57.5K 0.09% 262
2021
Q1 		$474K Buy
7,364
+324
+5% +$19K 0.09% 277
2020
Q4 		$388K Buy
7,040
+1,868
+36% +$99.7K 0.08% 307
2020
Q3 		$257K Buy
+5,172
New +$242K 0.06% 349
2020
Q1 		– Sell
-4,436
Closed -$217K – 556
2019
Q4 		$217K Buy
4,436
+20
+0.5% +$959 0.05% 407
2019
Q3 		$206K Sell
4,416
-312
-7% -$14.6K 0.05% 390
2019
Q2 		$222K Sell
4,728
-516
-10% -$24.4K 0.05% 411
2019
Q1 		$246K Buy
+5,244
New +$239K 0.05% 373

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

Institute for Wealth Management's IYT Position: Q2 2026 in Review

Institute for Wealth Management reduced its iShares US Transportation ETF (IYT) stake by 0.44% in Q2 2026, selling an estimated $3.6K and leaving 10,008 shares worth $868K. The position accounts for 0.08% of the portfolio, ranked #224.

Institute for Wealth Management first reported a position in IYT in Q1 2019 and has held it in 28 quarters since. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

  • Institute for Wealth Management held 10,008 shares of iShares US Transportation ETF worth $868K as of Q2 2026.
  • Institute for Wealth Management sold 44 iShares US Transportation ETF shares in Q2 2026, an estimated $3.6K.
  • iShares US Transportation ETF made up 0.08% of Institute for Wealth Management's portfolio in Q2 2026, its #224 holding.
  • Institute for Wealth Management first reported a position in iShares US Transportation ETF in Q1 2019 and has held it in 28 quarters since.
  • 258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.