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KKM Financial’s iShares US Transportation ETF IYT Stock Holding History

KKM Financial’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 		$804K Sell
9,269
-1,991
-18% -$163K 0.11% 100
2026
Q1 		$839K Hold
11,260
– – 0.15% 100
2025
Q4 		$839K Sell
11,260
-5,269
-32% -$383K 0.15% 100
2025
Q3 		$1.19M Sell
16,529
-536
-3% -$37.8K 0.37% 58
2025
Q2 		$1.16M Sell
17,065
-5,658
-25% -$361K 0.4% 63
2025
Q1 		$1.45M Sell
22,723
-4,392
-16% -$303K 0.61% 57
2024
Q4 		$1.86M Sell
27,115
-8,076
-23% -$571K 0.78% 52
2024
Q3 		$2.43M Sell
35,191
-12,065
-26% -$795K 1.2% 35
2024
Q2 		$4.23M Sell
47,256
-17,511
-27% -$1.15M 2% 8
2024
Q1 		$4.56M Buy
64,767
+33,771
+109% +$2.29M 2.22% 5
2023
Q4 		$2.03M Buy
+30,996
New +$1.86M 1.28% 28

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

KKM Financial's IYT Position: Q2 2026 in Review

KKM Financial reduced its iShares US Transportation ETF (IYT) stake by 18% in Q2 2026, selling an estimated $163K and leaving 9,269 shares worth $804K. The position accounts for 0.11% of the portfolio, ranked #100.

KKM Financial first reported a position in IYT in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.56M in Q1 2024. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

  • KKM Financial held 9,269 shares of iShares US Transportation ETF worth $804K as of Q2 2026.
  • KKM Financial sold 1,991 iShares US Transportation ETF shares in Q2 2026, an estimated $163K.
  • iShares US Transportation ETF made up 0.11% of KKM Financial's portfolio in Q2 2026, its #100 holding.
  • KKM Financial first reported a position in iShares US Transportation ETF in Q4 2023 and has held it in 11 quarters since.
  • KKM Financial's iShares US Transportation ETF position peaked at $4.56M in Q1 2024.
  • 258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.