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 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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

FFB

First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mather Group's IYT Position: Q1 2026 in Review

Mather Group opened a new position in iShares US Transportation ETF (IYT) in Q1 2026: 1,488 shares worth $111K. The stake represents ﹤0.01% of the portfolio and ranks #867 among its holdings. This is a return to the name: Mather Group previously reported a position in IYT as recently as Q3 2025.

Mather Group first reported a position in IYT in Q1 2024 and has held it in 7 quarters since. 189 funds tracked by Wall St. Rank hold IYT as of Q1 2026.

Mather Group held 1,488 shares of iShares US Transportation ETF worth $111K as of Q1 2026.
iShares US Transportation ETF was a new Mather Group position in Q1 2026.
iShares US Transportation ETF made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #867 holding.
Mather Group first reported a position in iShares US Transportation ETF in Q1 2024 and has held it in 7 quarters since.
189 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.