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

Intrepid Financial Planning 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	$584K	Sell	6,727 -230	-3%	-$18.8K	0.2%	68
2026 Q1	$519K	Sell	6,957 -60	-0.9%	-$4.66K	0.21%	71
2025 Q4	$523K	Hold	7,017	–	–	0.2%	71
2025 Q3	$503K	Sell	7,017 -25	-0.4%	-$1.76K	0.19%	75
2025 Q2	$483K	Hold	7,042	–	–	0.2%	74
2025 Q1	$451K	Sell	7,042 -800	-10%	-$55.1K	0.21%	72
2024 Q4	$530K	Sell	7,842 -260	-3%	-$18.4K	0.22%	69
2024 Q3	$558K	Hold	8,102	–	–	0.24%	67
2024 Q2	$530K	Hold	8,102	–	–	0.23%	68
2024 Q1	$570K	Sell	8,102 -2	-0%	-$135	0.25%	67
2023 Q4	$532K	Hold	8,104	–	–	0.25%	63
2023 Q3	$474K	Hold	8,104	–	–	0.25%	63
2023 Q2	$506K	Sell	8,104 -324	-4%	-$18.6K	0.24%	64
2023 Q1	$480K	Hold	8,428	–	–	0.24%	62
2022 Q4	$450K	Sell	8,428 -120	-1%	-$6.48K	0.24%	62
2022 Q3	$420K	Hold	8,548	–	–	0.24%	61
2022 Q2	$455K	Buy	+8,548	New	+$497K	0.25%	58

Other funds holding IYT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Intrepid Financial Planning Group's IYT Position: Q2 2026 in Review

Intrepid Financial Planning Group reduced its iShares US Transportation ETF (IYT) stake by 3.3% in Q2 2026, selling an estimated $18.8K and leaving 6,727 shares worth $584K. The position accounts for 0.2% of the portfolio, ranked #68.

Intrepid Financial Planning Group first reported a position in IYT in Q2 2022 and has held it in 17 quarters since. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

Intrepid Financial Planning Group held 6,727 shares of iShares US Transportation ETF worth $584K as of Q2 2026.
Intrepid Financial Planning Group sold 230 iShares US Transportation ETF shares in Q2 2026, an estimated $18.8K.
iShares US Transportation ETF made up 0.2% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #68 holding.
Intrepid Financial Planning Group first reported a position in iShares US Transportation ETF in Q2 2022 and has held it in 17 quarters since.
258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.