LPL Financial
IYT icon

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

LPL 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 		$51.2M Buy
589,896
+365,977
+163% +$29.9M 0.01% 990
2026
Q1 		$16.7M Buy
223,919
+867
+0.4% +$67.4K ﹤0.01% 1595
2025
Q4 		$16.6M Buy
223,052
+14,046
+7% +$1.02M ﹤0.01% 1531
2025
Q3 		$15M Buy
209,006
+13,661
+7% +$963K ﹤0.01% 1562
2025
Q2 		$13.4M Buy
195,345
+13,500
+7% +$861K ﹤0.01% 1516
2025
Q1 		$11.6M Sell
181,845
-91,109
-33% -$6.28M ﹤0.01% 1505
2024
Q4 		$18.4M Buy
272,954
+96,850
+55% +$6.85M 0.01% 1145
2024
Q3 		$12.1M Sell
176,104
-24,163
-12% -$1.59M 0.01% 1340
2024
Q2 		$13.1M Buy
200,267
+1,034
+0.5% +$67.9K 0.01% 1194
2024
Q1 		$14M Sell
199,233
-3,003
-1% -$203K 0.01% 1117
2023
Q4 		$13.3M Sell
202,236
-11,348
-5% -$680K 0.01% 1077
2023
Q3 		$12.5M Sell
213,584
-7,080
-3% -$443K 0.01% 1039
2023
Q2 		$13.8M Sell
220,664
-16,348
-7% -$937K 0.01% 964
2023
Q1 		$13.5M Buy
237,012
+15,120
+7% +$865K 0.01% 937
2022
Q4 		$11.8M Sell
221,892
-104,636
-32% -$5.65M 0.01% 940
2022
Q3 		$16M Sell
326,528
-55,944
-15% -$3.16M 0.02% 735
2022
Q2 		$20.4M Sell
382,472
-353,284
-48% -$20.6M 0.02% 636
2022
Q1 		$49.7M Buy
735,756
+253,772
+53% +$16.7M 0.04% 361
2021
Q4 		$33.3M Buy
481,984
+138,900
+40% +$9.28M 0.03% 479
2021
Q3 		$20.9M Buy
343,084
+75,124
+28% +$4.75M 0.02% 614
2021
Q2 		$17.4M Sell
267,960
-22,880
-8% -$1.53M 0.02% 643
2021
Q1 		$18.7M Buy
290,840
+58,164
+25% +$3.41M 0.02% 571
2020
Q4 		$12.8M Buy
232,676
+48,364
+26% +$2.58M 0.02% 636
2020
Q3 		$9.17M Buy
184,312
+27,160
+17% +$1.27M 0.01% 682
2020
Q2 		$6.39M Buy
157,152
+15,952
+11% +$605K 0.01% 759
2020
Q1 		$4.88M Sell
141,200
-33,232
-19% -$1.46M 0.01% 761
2019
Q4 		$8.53M Sell
174,432
-5,208
-3% -$250K 0.02% 638
2019
Q3 		$8.36M Sell
179,640
-21,208
-11% -$990K 0.02% 599
2019
Q2 		$9.45M Sell
200,848
-12,792
-6% -$604K 0.02% 537
2019
Q1 		$10M Buy
213,640
+15,060
+8% +$685K 0.02% 498
2018
Q4 		$8.19M Sell
198,580
-28,816
-13% -$1.33M 0.02% 518
2018
Q3 		$11.6M Buy
227,396
+13,156
+6% +$658K 0.03% 435
2018
Q2 		$9.97M Sell
214,240
-3,636
-2% -$174K 0.03% 461
2018
Q1 		$10.2M Sell
217,876
-17,132
-7% -$826K 0.03% 442
2017
Q4 		$11.3M Sell
235,008
-8,276
-3% -$373K 0.03% 387
2017
Q3 		$10.9M Buy
243,284
+14,584
+6% +$619K 0.04% 360
2017
Q2 		$9.84M Sell
228,700
-40,568
-15% -$1.68M 0.04% 365
2017
Q1 		$11M Sell
269,268
-7,528
-3% -$313K 0.07% 219
2016
Q4 		$11.2M Buy
276,796
+43,076
+18% +$1.67M 0.09% 199
2016
Q3 		$8.48M Sell
233,720
-39,960
-15% -$1.41M 0.08% 228
2016
Q2 		$9.14M Sell
273,680
-515,620
-65% -$17.9M 0.08% 211
2016
Q1 		$27.5M Sell
789,300
-1,131,500
-59% -$37M 0.08% 219
2015
Q4 		$63.4M Buy
1,920,800
+308,624
+19% +$11.1M 0.18% 117
2015
Q3 		$58.3M Sell
1,612,176
-84,972
-5% -$3.09M 0.32% 65
2015
Q2 		$61.4M Sell
1,697,148
-396,980
-19% -$15.2M 0.31% 75
2015
Q1 		$81.4M Sell
2,094,128
-145,352
-6% -$5.83M 0.42% 44
2014
Q4 		$91.9M Buy
2,239,480
+1,184,568
+112% +$46.6M 0.5% 34
2014
Q3 		$38.8M Buy
1,054,912
+279,168
+36% +$10.5M 0.23% 84
2014
Q2 		$28.5M Buy
775,744
+294,980
+61% +$10.4M 0.17% 132
2014
Q1 		$16.3M Sell
480,764
-101,524
-17% -$3.35M 0.1% 189
2013
Q4 		$19.2M Buy
582,288
+148,824
+34% +$4.68M 0.12% 163
2013
Q3 		$12.9M Sell
433,464
-34,432
-7% -$995K 0.09% 211
2013
Q2 		$12.9M Buy
+467,896
New +$13M 0.09% 199

Other funds holding IYT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GF
Gimbal Financial Carmel, Indiana $163M AUM
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 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

LPL Financial's IYT Position: Q2 2026 in Review

LPL Financial increased its iShares US Transportation ETF (IYT) stake by 163% in Q2 2026, buying an estimated $29.9M and bringing the position to 589,896 shares worth $51.2M. The position accounts for 0.01% of the portfolio, ranked #990.

LPL Financial first reported a position in IYT in Q2 2013 and has held it in 53 quarters since. The position peaked at $91.9M in Q4 2014. 137 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

  • LPL Financial held 589,896 shares of iShares US Transportation ETF worth $51.2M as of Q2 2026.
  • LPL Financial bought 365,977 iShares US Transportation ETF shares in Q2 2026, an estimated $29.9M.
  • iShares US Transportation ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #990 holding.
  • LPL Financial first reported a position in iShares US Transportation ETF in Q2 2013 and has held it in 53 quarters since.
  • LPL Financial's iShares US Transportation ETF position peaked at $91.9M in Q4 2014.
  • 137 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.