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 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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KKM Financial's IYT Position: Q1 2026 in Review

KKM Financial held its iShares US Transportation ETF (IYT) position steady in Q1 2026 at 11,260 shares worth $839K. The position accounts for 0.15% of the portfolio, ranked #100.

KKM Financial first reported a position in IYT in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.56M in Q1 2024. 189 funds tracked by Wall St. Rank hold IYT as of Q1 2026.

KKM Financial held 11,260 shares of iShares US Transportation ETF worth $839K as of Q1 2026.
KKM Financial left its iShares US Transportation ETF share count unchanged in Q1 2026.
iShares US Transportation ETF made up 0.15% of KKM Financial's portfolio in Q1 2026, its #100 holding.
KKM Financial first reported a position in iShares US Transportation ETF in Q4 2023 and has held it in 10 quarters since.
KKM Financial's iShares US Transportation ETF position peaked at $4.56M in Q1 2024.
189 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2026.

Based on KKM Financial's 13F filing for Q1 2026, filed 15 May 2026.