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IYT icon

NewEdge Advisors’s iShares US Transportation ETF IYT Stock Holding History

NewEdge 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
Q1 		$660K Buy
8,848
+50
+0.6% +$3.89K ﹤0.01% 1774
2025
Q4 		$656K Sell
8,798
-2,872
-25% -$209K ﹤0.01% 1767
2025
Q3 		$837K Sell
11,670
-300
-3% -$21.2K ﹤0.01% 1501
2025
Q2 		$820K Sell
11,970
-619
-5% -$39.5K ﹤0.01% 1402
2025
Q1 		$806K Buy
12,589
+8,819
+234% +$608K ﹤0.01% 1307
2024
Q4 		$255K Sell
3,770
-435
-10% -$30.8K ﹤0.01% 1965
2024
Q3 		$290K Sell
4,205
-400
-9% -$26.3K ﹤0.01% 1824
2024
Q2 		$301K Sell
4,605
-991
-18% -$65.1K ﹤0.01% 1720
2024
Q1 		$394K Sell
5,596
-400
-7% -$27.1K ﹤0.01% 1485
2023
Q4 		$393K Sell
5,996
-1,184
-16% -$70.9K ﹤0.01% 1417
2023
Q3 		$420K Buy
7,180
+668
+10% +$41.8K ﹤0.01% 1255
2023
Q2 		$407K Buy
6,512
+888
+16% +$50.9K ﹤0.01% 1290
2023
Q1 		$320K Hold
5,624
– – ﹤0.01% 1347
2022
Q4 		$300 Sell
5,624
-140
-2% -$7.56K ﹤0.01% 3250
2022
Q3 		$283K Buy
5,764
+92
+2% +$5.2K ﹤0.01% 1236
2022
Q2 		$302K Buy
+5,672
New +$330K 0.01% 1212
2022
Q1 		– Sell
-7,628
Closed -$527K – 1390
2021
Q4 		$527K Sell
7,628
-220
-3% -$14.7K 0.01% 1049
2021
Q3 		$477K Sell
7,848
-348
-4% -$22K 0.01% 763
2021
Q2 		$533K Buy
8,196
+4,856
+145% +$324K 0.01% 723
2021
Q1 		$215K Buy
+3,340
New +$196K 0.01% 922
2020
Q1 		– Sell
-5,160
Closed -$252K – 844
2019
Q4 		$252K Sell
5,160
-260
-5% -$12.5K 0.01% 712
2019
Q3 		$252K Buy
5,420
+500
+10% +$23.3K 0.01% 683
2019
Q2 		$231K Sell
4,920
-400
-8% -$18.9K 0.01% 584
2019
Q1 		$249K Sell
5,320
-808
-13% -$36.8K 0.02% 574
2018
Q4 		$253 Sell
6,128
-2,344
-28% -$108K 0.02% 530
2018
Q3 		$433K Buy
8,472
+940
+12% +$47K 0.03% 396
2018
Q2 		$354 Buy
+7,532
New +$360K 0.03% 377

Other funds holding IYT

MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NewEdge Advisors's IYT Position: Q1 2026 in Review

NewEdge Advisors increased its iShares US Transportation ETF (IYT) stake by 0.57% in Q1 2026, buying an estimated $3.89K and bringing the position to 8,848 shares worth $660K. The position accounts for ﹤0.01% of the portfolio, ranked #1774.

NewEdge Advisors first reported a position in IYT in Q2 2018 and has held it in 27 quarters since. The position peaked at $837K in Q3 2025. 189 funds tracked by Wall St. Rank hold IYT as of Q1 2026.

  • NewEdge Advisors held 8,848 shares of iShares US Transportation ETF worth $660K as of Q1 2026.
  • NewEdge Advisors bought 50 iShares US Transportation ETF shares in Q1 2026, an estimated $3.89K.
  • iShares US Transportation ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1774 holding.
  • NewEdge Advisors first reported a position in iShares US Transportation ETF in Q2 2018 and has held it in 27 quarters since.
  • NewEdge Advisors's iShares US Transportation ETF position peaked at $837K in Q3 2025.
  • 189 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.