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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
Q2 		$768K Hold
8,848
– – ﹤0.01% 1841
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 		$253K Sell
6,128
-2,344
-28% -$108K 0.02% 530
2018
Q3 		$433K Buy
8,472
+940
+12% +$47K 0.03% 396
2018
Q2 		$354K Buy
+7,532
New +$360K 0.03% 377

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

NewEdge Advisors's IYT Position: Q2 2026 in Review

NewEdge Advisors held its iShares US Transportation ETF (IYT) position steady in Q2 2026 at 8,848 shares worth $768K. The position accounts for ﹤0.01% of the portfolio, ranked #1841.

NewEdge Advisors first reported a position in IYT in Q2 2018 and has held it in 28 quarters since. The position peaked at $837K in Q3 2025. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

  • NewEdge Advisors held 8,848 shares of iShares US Transportation ETF worth $768K as of Q2 2026.
  • NewEdge Advisors left its iShares US Transportation ETF share count unchanged in Q2 2026.
  • iShares US Transportation ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1841 holding.
  • NewEdge Advisors first reported a position in iShares US Transportation ETF in Q2 2018 and has held it in 28 quarters since.
  • NewEdge Advisors's iShares US Transportation ETF position peaked at $837K in Q3 2025.
  • 258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.