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Massachusetts Wealth Management’s iShares US Transportation ETF IYT Stock Holding History

Massachusetts Wealth Management’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 		$1.32M Sell
15,270
-55
-0.4% -$4.5K 0.5% 67
2026
Q1 		$1.14M Sell
15,325
-900
-6% -$70K 0.5% 69
2025
Q4 		$1.21M Sell
16,225
-238
-1% -$17.3K 0.56% 65
2025
Q3 		$1.18M Buy
16,463
+530
+3% +$37.4K 0.59% 66
2025
Q2 		$1.09M Buy
15,933
+235
+1% +$15K 0.62% 64
2025
Q1 		$1.01M Sell
15,698
-360
-2% -$24.8K 0.69% 62
2024
Q4 		$1.09M Buy
16,058
+825
+5% +$58.3K 0.67% 63
2024
Q3 		$1.05M Buy
15,233
+345
+2% +$22.7K 0.66% 60
2024
Q2 		$974K Buy
14,888
+800
+6% +$52.6K 0.65% 60
2024
Q1 		$992K Buy
14,088
+1,300
+10% +$88K 0.7% 58
2023
Q4 		$839K Buy
12,788
+3,400
+36% +$204K 0.68% 57
2023
Q3 		$549K Buy
9,388
+880
+10% +$55K 0.5% 64
2023
Q2 		$531K Buy
8,508
+908
+12% +$52.1K 0.51% 64
2023
Q1 		$433K Sell
7,600
-360
-5% -$20.6K 0.45% 63
2022
Q4 		$462K Buy
+7,960
New +$430K 0.45% 63

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

Massachusetts Wealth Management's IYT Position: Q2 2026 in Review

Massachusetts Wealth Management reduced its iShares US Transportation ETF (IYT) stake by 0.36% in Q2 2026, selling an estimated $4.5K and leaving 15,270 shares worth $1.32M. The position accounts for 0.5% of the portfolio, ranked #67.

Massachusetts Wealth Management first reported a position in IYT in Q4 2022 and has held it in 15 quarters since. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

  • Massachusetts Wealth Management held 15,270 shares of iShares US Transportation ETF worth $1.32M as of Q2 2026.
  • Massachusetts Wealth Management sold 55 iShares US Transportation ETF shares in Q2 2026, an estimated $4.5K.
  • iShares US Transportation ETF made up 0.5% of Massachusetts Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Massachusetts Wealth Management first reported a position in iShares US Transportation ETF in Q4 2022 and has held it in 15 quarters since.
  • 258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Massachusetts Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.