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Naples Global Advisors’s iShares US Transportation ETF IYT Stock Holding History

Naples Global 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
2026
Q2 		$1.59M Buy
18,295
+550
+3% +$45K 0.1% 190
2026
Q1 		$1.32M Buy
17,745
+462
+3% +$35.9K 0.1% 201
2025
Q4 		$1.29M Buy
17,283
+2,743
+19% +$199K 0.1% 205
2025
Q3 		$1.04M Buy
14,540
+11,420
+366% +$805K 0.08% 230
2025
Q2 		$214K Buy
+3,120
New +$199K 0.02% 407

Other funds holding IYT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Naples Global Advisors's IYT Position: Q2 2026 in Review

Naples Global Advisors increased its iShares US Transportation ETF (IYT) stake by 3.1% in Q2 2026, buying an estimated $45K and bringing the position to 18,295 shares worth $1.59M. The position accounts for 0.1% of the portfolio, ranked #190.

Naples Global Advisors first reported a position in IYT in Q2 2025 and has held it in 5 quarters since. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

  • Naples Global Advisors held 18,295 shares of iShares US Transportation ETF worth $1.59M as of Q2 2026.
  • Naples Global Advisors bought 550 iShares US Transportation ETF shares in Q2 2026, an estimated $45K.
  • iShares US Transportation ETF made up 0.1% of Naples Global Advisors's portfolio in Q2 2026, its #190 holding.
  • Naples Global Advisors first reported a position in iShares US Transportation ETF in Q2 2025 and has held it in 5 quarters since.
  • 258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.