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IYT icon

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

&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
2026
Q2 		$566K Buy
6,519
+2,597
+66% +$212K ﹤0.01% 1768
2026
Q1 		$293K Buy
3,922
+11
+0.3% +$855 ﹤0.01% 2010
2025
Q4 		$291K Buy
3,911
+416
+12% +$30.2K ﹤0.01% 1930
2025
Q3 		$251K Sell
3,495
-390
-10% -$27.5K ﹤0.01% 1838
2025
Q2 		$266K Buy
3,885
+408
+12% +$26K ﹤0.01% 1682
2025
Q1 		$221K Buy
+3,477
New +$240K ﹤0.01% 1579

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

&Partners's IYT Position: Q2 2026 in Review

&Partners increased its iShares US Transportation ETF (IYT) stake by 66% in Q2 2026, buying an estimated $212K and bringing the position to 6,519 shares worth $566K. The position accounts for ﹤0.01% of the portfolio, ranked #1768.

&Partners first reported a position in IYT in Q1 2025 and has held it in 6 quarters since. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

  • &Partners held 6,519 shares of iShares US Transportation ETF worth $566K as of Q2 2026.
  • &Partners bought 2,597 iShares US Transportation ETF shares in Q2 2026, an estimated $212K.
  • iShares US Transportation ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1768 holding.
  • &Partners first reported a position in iShares US Transportation ETF in Q1 2025 and has held it in 6 quarters since.
  • 258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.