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Orion Capital Management’s iShares US Transportation ETF IYT Stock Holding History

Orion Capital Management’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 		$13.6K Buy
156
+85
+120% +$6.96K ﹤0.01% 384
2026
Q1 		$5.31K Hold
71
– – ﹤0.01% 401
2025
Q4 		$5.29K Hold
71
– – ﹤0.01% 426
2025
Q3 		$5.08K Hold
71
– – ﹤0.01% 436
2025
Q2 		$4.84K Buy
71
+1
+1% +$64 ﹤0.01% 404
2025
Q1 		$4.51K Hold
70
– – ﹤0.01% 402
2024
Q4 		$4.74K Buy
+70
New +$4.95K ﹤0.01% 403

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

Orion Capital Management's IYT Position: Q2 2026 in Review

Orion Capital Management increased its iShares US Transportation ETF (IYT) stake by 120% in Q2 2026, buying an estimated $6.96K and bringing the position to 156 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Orion Capital Management first reported a position in IYT in Q4 2024 and has held it in 7 quarters since. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

  • Orion Capital Management held 156 shares of iShares US Transportation ETF worth $13.6K as of Q2 2026.
  • Orion Capital Management bought 85 iShares US Transportation ETF shares in Q2 2026, an estimated $6.96K.
  • iShares US Transportation ETF made up ﹤0.01% of Orion Capital Management's portfolio in Q2 2026, its #384 holding.
  • Orion Capital Management first reported a position in iShares US Transportation ETF in Q4 2024 and has held it in 7 quarters since.
  • 258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.