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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
Q2 		$2.64M Buy
+30,415
New +$2.49M 0.05% 409
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

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

J.W. Cole Advisors's IYT Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares US Transportation ETF (IYT) in Q2 2026: 30,415 shares worth $2.64M. The stake represents 0.05% of the portfolio and ranks #409 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in IYT as recently as Q4 2025.

J.W. Cole Advisors first reported a position in IYT in Q3 2020 and has held it in 16 quarters since. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

  • J.W. Cole Advisors held 30,415 shares of iShares US Transportation ETF worth $2.64M as of Q2 2026.
  • iShares US Transportation ETF was a new J.W. Cole Advisors position in Q2 2026.
  • iShares US Transportation ETF made up 0.05% of J.W. Cole Advisors's portfolio in Q2 2026, its #409 holding.
  • J.W. Cole Advisors first reported a position in iShares US Transportation ETF in Q3 2020 and has held it in 16 quarters since.
  • 258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.