McClarren Financial Advisors’s iShares US Transportation ETF IYT Stock Holding History

McClarren Financial Advisors’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
2025 Q1	–	Sell	-314	Closed	-$21K	–	328
2024 Q4	$21K	Buy	+314	New	+$22.2K	0.06%	131
2024 Q3	–	Sell	-65	Closed	-$20K	–	300
2024 Q2	$20K	Buy	+65	New	+$4.27K	0.01%	220
2024 Q1	–	Sell	-312	Closed	-$20K	–	396
2023 Q4	$20K	Buy	312 +4	+1%	+$240	0.02%	235
2023 Q3	$18K	Hold	308	–	–	0.02%	226
2023 Q2	$19K	Hold	308	–	–	0.02%	222
2023 Q1	$17K	Buy	308 +4	+1%	+$229	0.02%	220
2022 Q4	$16K	Hold	304	–	–	0.02%	226
2022 Q3	$15K	Buy	+304	New	+$17.2K	0.02%	217
2022 Q2	–	Sell	-204	Closed	-$14K	–	149
2022 Q1	$14K	Sell	204 -4	-2%	-$263	0.01%	195
2021 Q4	$15K	Buy	208 +4	+2%	+$267	0.01%	217
2021 Q3	$12K	Hold	204	–	–	0.01%	207
2021 Q2	$13K	Sell	204 -4	-2%	-$267	0.01%	213
2021 Q1	$13K	Buy	208 +4	+2%	+$235	0.01%	185
2020 Q4	$11K	Buy	+204	New	+$10.9K	0.01%	165

Other funds holding IYT

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

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

FFB

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

McClarren Financial Advisors's IYT Position: Q1 2025 in Review

McClarren Financial Advisors sold out of iShares US Transportation ETF (IYT) in Q1 2025, closing a stake of 314 shares — an estimated $21K sold.

McClarren Financial Advisors first reported a position in IYT in Q4 2020 and held it in 14 quarters. The position peaked at $21K in Q4 2024. 172 funds tracked by Wall St. Rank hold IYT as of Q1 2025.

McClarren Financial Advisors reported no remaining iShares US Transportation ETF position as of Q1 2025 after selling out during the quarter.
McClarren Financial Advisors sold 314 iShares US Transportation ETF shares in Q1 2025, an estimated $21K.
McClarren Financial Advisors first reported a position in iShares US Transportation ETF in Q4 2020 and held it in 14 quarters.
McClarren Financial Advisors's iShares US Transportation ETF position peaked at $21K in Q4 2024.
172 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2025.

Based on McClarren Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.