JWCA
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J.W. Cole Advisors’s iShares US Transportation ETF IYT Stock Holding History

J.W. Cole Advisors’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
Q1 		– Sell
-27,493
Closed -$151K – 1142
2025
Q4 		$151K Sell
27,493
-605
-2% -$44K ﹤0.01% 1342
2025
Q3 		$2.01M Buy
28,098
+1,224
+5% +$86.3K 0.04% 447
2025
Q2 		$1.84M Buy
+26,874
New +$1.71M 0.04% 443
2025
Q1 		– Sell
-23,665
Closed -$1.6M – 1316
2024
Q4 		$1.6M Sell
23,665
-1,429
-6% -$101K 0.06% 292
2024
Q3 		$1.73M Buy
25,094
+101
+0.4% +$6.65K 0.07% 274
2024
Q2 		$1.64M Buy
24,993
+1,106
+5% +$72.7K 0.08% 249
2024
Q1 		$1.67M Buy
23,887
+1,479
+7% +$100K 0.08% 243
2023
Q4 		$1.47M Buy
+22,408
New +$1.34M 0.09% 236
2022
Q3 		– Sell
-3,896
Closed -$207K – 742
2022
Q2 		$207K Sell
3,896
-6,200
-61% -$361K 0.02% 673
2022
Q1 		$681K Sell
10,096
-15,504
-61% -$1.02M 0.05% 372
2021
Q4 		$1.77M Buy
+25,600
New +$1.71M 0.12% 196
2021
Q3 		– Sell
-34,664
Closed -$2.25M – 632
2021
Q2 		$2.25M Buy
34,664
+780
+2% +$52.1K 0.18% 133
2021
Q1 		$2.18M Buy
33,884
+1,420
+4% +$83.3K 0.21% 117
2020
Q4 		$1.79M Buy
32,464
+11,104
+52% +$593K 0.19% 132
2020
Q3 		$1.06M Buy
+21,360
New +$999K 0.08% 245

Other funds holding IYT

MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
FFB
First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

J.W. Cole Advisors's IYT Position: Q1 2026 in Review

J.W. Cole Advisors sold out of iShares US Transportation ETF (IYT) in Q1 2026, closing a stake of 27,493 shares — an estimated $151K sold.

J.W. Cole Advisors first reported a position in IYT in Q3 2020 and held it in 15 quarters. The position peaked at $2.25M in Q2 2021. 189 funds tracked by Wall St. Rank hold IYT as of Q1 2026.

  • J.W. Cole Advisors reported no remaining iShares US Transportation ETF position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 27,493 iShares US Transportation ETF shares in Q1 2026, an estimated $151K.
  • J.W. Cole Advisors first reported a position in iShares US Transportation ETF in Q3 2020 and held it in 15 quarters.
  • J.W. Cole Advisors's iShares US Transportation ETF position peaked at $2.25M in Q2 2021.
  • 189 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.