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 Q3	$117K	Hold	1,488	–	–	﹤0.01%	922
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%	+$100K	﹤0.01%	788
2024 Q1	$3.15K	Buy	+12	New	+$812	﹤0.01%	1447

Other funds holding IYT

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Clarus Wealth Advisors Peoria, Arizona $275M AUM 18.32% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return

Massachusetts Wealth Management North Andover, Massachusetts $248M AUM 37.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mather Group's IYT Position: Q3 2026 in Review

Mather Group held its iShares US Transportation ETF (IYT) position steady in Q3 2026 at 1,488 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #922.

Mather Group first reported a position in IYT in Q1 2024 and has held it in 9 quarters since. The position peaked at $129K in Q2 2026. 36 funds tracked by Wall St. Rank hold IYT as of Q3 2026.

Mather Group held 1,488 shares of iShares US Transportation ETF worth $117K as of Q3 2026.
Mather Group left its iShares US Transportation ETF share count unchanged in Q3 2026.
iShares US Transportation ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #922 holding.
Mather Group first reported a position in iShares US Transportation ETF in Q1 2024 and has held it in 9 quarters since.
Mather Group's iShares US Transportation ETF position peaked at $129K in Q2 2026.
36 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.