ORG Partners’s iShares US Transportation ETF IYT Stock Holding History

ORG Partners’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	$59.6K	Hold	800	–	–	0.01%	549
2025 Q3	$57.4K	Hold	800	–	–	0.01%	557
2025 Q2	$55.7K	Hold	800	–	–	0.01%	519
2025 Q1	$51.2K	Hold	800	–	–	0.01%	479
2024 Q4	$54.1K	Buy	+800	New	+$56.6K	0.01%	536

Other funds holding IYT

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

FFB

First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ORG Partners's IYT Position: Q4 2025 in Review

ORG Partners held its iShares US Transportation ETF (IYT) position steady in Q4 2025 at 800 shares worth $59.6K. The position accounts for 0.01% of the portfolio, ranked #549.

ORG Partners first reported a position in IYT in Q4 2024 and has held it in 5 quarters since. 185 funds tracked by Wall St. Rank hold IYT as of Q4 2025.

ORG Partners held 800 shares of iShares US Transportation ETF worth $59.6K as of Q4 2025.
ORG Partners left its iShares US Transportation ETF share count unchanged in Q4 2025.
iShares US Transportation ETF made up 0.01% of ORG Partners's portfolio in Q4 2025, its #549 holding.
ORG Partners first reported a position in iShares US Transportation ETF in Q4 2024 and has held it in 5 quarters since.
185 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.