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Park Square Financial Group’s iShares US Transportation ETF IYT Stock Holding History

Park Square Financial Group’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
Q3 		– Sell
-40
Closed -$2.74K – 622
2025
Q2 		$2.74K Hold
40
– – ﹤0.01% 833
2025
Q1 		$2.56K Hold
40
– – ﹤0.01% 829
2024
Q4 		$2.7K Buy
+40
New +$2.83K ﹤0.01% 795

Other funds holding IYT

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
FFB
First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Park Square Financial Group's IYT Position: Q3 2025 in Review

Park Square Financial Group sold out of iShares US Transportation ETF (IYT) in Q3 2025, closing a stake of 40 shares — an estimated $2.74K sold.

Park Square Financial Group first reported a position in IYT in Q4 2024 and held it in 3 quarters. The position peaked at $2.74K in Q2 2025. 166 funds tracked by Wall St. Rank hold IYT as of Q3 2025.

  • Park Square Financial Group reported no remaining iShares US Transportation ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 40 iShares US Transportation ETF shares in Q3 2025, an estimated $2.74K.
  • Park Square Financial Group first reported a position in iShares US Transportation ETF in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's iShares US Transportation ETF position peaked at $2.74K in Q2 2025.
  • 166 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.