Millennium Capital Advisors’s iShares US Transportation ETF IYT Stock Holding History

Millennium Capital 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	-3,100	Closed	-$209K	–	119
2024 Q4	$209K	Sell	3,100 -600	-16%	-$42.4K	0.14%	108
2024 Q3	$255K	Hold	3,700	–	–	0.17%	101
2024 Q2	$242K	Sell	3,700 -100	-3%	-$6.57K	0.16%	103
2024 Q1	$268K	Hold	3,800	–	–	0.19%	99
2023 Q4	$249K	Buy	3,800 +200	+6%	+$12K	0.19%	103
2023 Q3	$210K	Sell	3,600 -400	-10%	-$25K	0.18%	103
2023 Q2	$250K	Hold	4,000	–	–	0.21%	91
2023 Q1	$228K	Buy	4,000 +200	+5%	+$11.4K	0.2%	92
2022 Q4	$203K	Buy	+3,800	New	+$205K	0.2%	89
2022 Q3	–	Sell	-4,000	Closed	-$213K	–	93
2022 Q2	$213K	Buy	4,000 +400	+11%	+$23.3K	0.21%	88
2022 Q1	$243K	Buy	3,600 +400	+13%	+$26.3K	0.2%	94
2021 Q4	$221K	Buy	+3,200	New	+$214K	0.17%	100

Other funds holding IYT

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

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

FFB

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

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Millennium Capital Advisors's IYT Position: Q1 2025 in Review

Millennium Capital Advisors sold out of iShares US Transportation ETF (IYT) in Q1 2025, closing a stake of 3,100 shares — an estimated $209K sold.

Millennium Capital Advisors first reported a position in IYT in Q4 2021 and held it in 12 quarters. The position peaked at $268K in Q1 2024. 172 funds tracked by Wall St. Rank hold IYT as of Q1 2025.

Millennium Capital Advisors reported no remaining iShares US Transportation ETF position as of Q1 2025 after selling out during the quarter.
Millennium Capital Advisors sold 3,100 iShares US Transportation ETF shares in Q1 2025, an estimated $209K.
Millennium Capital Advisors first reported a position in iShares US Transportation ETF in Q4 2021 and held it in 12 quarters.
Millennium Capital Advisors's iShares US Transportation ETF position peaked at $268K in Q1 2024.
172 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2025.

Based on Millennium Capital Advisors's 13F filing for Q1 2025, filed 18 Feb 2026.