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Mather Group’s iShares US Transportation ETF IYT Stock Holding History

Mather Group’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 		$129K Hold
1,488
– – ﹤0.01% 878
2026
Q1 		$111K Buy
+1,488
New +$116K ﹤0.01% 867
2025
Q4 		– Sell
-1,488
Closed -$107K – 1158
2025
Q3 		$107K Buy
+1,488
New +$105K ﹤0.01% 760
2025
Q2 		– Sell
-1,488
Closed -$95.3K – 1179
2025
Q1 		$95.3K Hold
1,488
– – ﹤0.01% 757
2024
Q4 		$101K Hold
1,488
– – ﹤0.01% 741
2024
Q3 		$103K Sell
1,488
-44
-3% -$2.9K ﹤0.01% 728
2024
Q2 		$108K Buy
1,532
+1,520
+12,667% +$99.8K ﹤0.01% 788
2024
Q1 		$3.15K Buy
+12
New +$812 ﹤0.01% 1447

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

Mather Group's IYT Position: Q2 2026 in Review

Mather Group held its iShares US Transportation ETF (IYT) position steady in Q2 2026 at 1,488 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #878.

Mather Group first reported a position in IYT in Q1 2024 and has held it in 8 quarters since. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

  • Mather Group held 1,488 shares of iShares US Transportation ETF worth $129K as of Q2 2026.
  • Mather Group left its iShares US Transportation ETF share count unchanged in Q2 2026.
  • iShares US Transportation ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #878 holding.
  • Mather Group first reported a position in iShares US Transportation ETF in Q1 2024 and has held it in 8 quarters since.
  • 258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.