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IYT icon

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

LifeSteps 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 		$160K Buy
+1,848
New +$151K 0.07% 111
2024
Q2 		– Sell
-2,660
Closed -$187K – 247
2024
Q1 		$187K Buy
+2,660
New +$180K 0.14% 85
2023
Q3 		– Sell
-3,296
Closed -$206K – 74
2023
Q2 		$206K Buy
+3,296
New +$189K 0.2% 69
2023
Q1 		– Sell
-6,804
Closed -$363K – 69
2022
Q4 		$363K Sell
6,804
-3,340
-33% -$180K 0.38% 48
2022
Q3 		$498K Sell
10,144
-1,644
-14% -$92.9K 0.56% 37
2022
Q2 		$627K Sell
11,788
-1,860
-14% -$108K 0.65% 32
2022
Q1 		$921K Sell
13,648
-1,792
-12% -$118K 0.68% 30
2021
Q4 		$1.07M Buy
15,440
+1,256
+9% +$83.9K 0.76% 27
2021
Q3 		$862K Buy
14,184
+360
+3% +$22.8K 0.66% 30
2021
Q2 		$898K Buy
13,824
+3,328
+32% +$222K 0.69% 29
2021
Q1 		$676K Buy
10,496
+5,240
+100% +$308K 0.56% 34
2020
Q4 		$290K Buy
+5,256
New +$281K 0.27% 59

Other funds holding IYT

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
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

LifeSteps Financial's IYT Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares US Transportation ETF (IYT) in Q2 2026: 1,848 shares worth $160K. The stake represents 0.07% of the portfolio and ranks #111 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in IYT as recently as Q1 2024.

LifeSteps Financial first reported a position in IYT in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.07M in Q4 2021. 79 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

  • LifeSteps Financial held 1,848 shares of iShares US Transportation ETF worth $160K as of Q2 2026.
  • iShares US Transportation ETF was a new LifeSteps Financial position in Q2 2026.
  • iShares US Transportation ETF made up 0.07% of LifeSteps Financial's portfolio in Q2 2026, its #111 holding.
  • LifeSteps Financial first reported a position in iShares US Transportation ETF in Q4 2020 and has held it in 12 quarters since.
  • LifeSteps Financial's iShares US Transportation ETF position peaked at $1.07M in Q4 2021.
  • 79 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.