McDaniel Terry & Co’s iShares US Transportation ETF IYT Stock Holding History

McDaniel Terry & Co’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 Q4	–	Sell	-4,856	Closed	-$348K	–	81
2025 Q3	$348K	Hold	4,856	–	–	0.03%	79
2025 Q2	$333K	Hold	4,856	–	–	0.03%	78
2025 Q1	$311K	Hold	4,856	–	–	0.03%	85
2024 Q4	$328K	Hold	4,856	–	–	0.03%	82
2024 Q3	$335K	Hold	4,856	–	–	0.03%	81
2024 Q2	$318K	Buy	+4,856	New	+$319K	0.03%	80
2022 Q1	–	Sell	-6,148	Closed	-$425K	–	105
2021 Q4	$425K	Buy	6,148 +1,588	+35%	+$106K	0.04%	74
2021 Q3	$277K	Hold	4,560	–	–	0.03%	72
2021 Q2	$296K	Hold	4,560	–	–	0.03%	77
2021 Q1	$294K	Hold	4,560	–	–	0.04%	70
2020 Q4	$251K	Buy	4,560 +12	+0.3%	+$641	0.03%	76
2020 Q3	$226K	Buy	+4,548	New	+$213K	0.03%	77

Other funds holding IYT

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

FFB

First Financial Bankshares Abilene, Texas $5.34B AUM 28.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

McDaniel Terry & Co's IYT Position: Q4 2025 in Review

McDaniel Terry & Co sold out of iShares US Transportation ETF (IYT) in Q4 2025, closing a stake of 4,856 shares — an estimated $348K sold.

McDaniel Terry & Co first reported a position in IYT in Q3 2020 and held it in 12 quarters. The position peaked at $425K in Q4 2021. 185 funds tracked by Wall St. Rank hold IYT as of Q4 2025.

McDaniel Terry & Co reported no remaining iShares US Transportation ETF position as of Q4 2025 after selling out during the quarter.
McDaniel Terry & Co sold 4,856 iShares US Transportation ETF shares in Q4 2025, an estimated $348K.
McDaniel Terry & Co first reported a position in iShares US Transportation ETF in Q3 2020 and held it in 12 quarters.
McDaniel Terry & Co's iShares US Transportation ETF position peaked at $425K in Q4 2021.
185 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2025.

Based on McDaniel Terry & Co's 13F filing for Q4 2025, filed 10 Feb 2026.