Pathway Financial Advisers’s iShares US Transportation ETF IYT Stock Holding History

Pathway Financial Advisers’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 Q1	–	Sell	-248	Closed	-$16.8K	–	290
2024 Q4	$16.8K	Hold	248	–	–	0.01%	318
2024 Q3	$17.1K	Hold	248	–	–	0.01%	260
2024 Q2	$16.2K	Hold	248	–	–	0.01%	308
2024 Q1	$17.5K	Buy	+248	New	+$16.8K	0.01%	301
2023 Q1	$13.9K	Sell	244 -368	-60%	-$21.1K	0.01%	343
2022 Q4	$32.7K	Buy	+612	New	+$33K	0.01%	281

Other funds holding IYT

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

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

FFB

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Pathway Financial Advisers's IYT Position: Q1 2025 in Review

Pathway Financial Advisers sold out of iShares US Transportation ETF (IYT) in Q1 2025, closing a stake of 248 shares — an estimated $16.8K sold.

Pathway Financial Advisers first reported a position in IYT in Q4 2022 and held it in 6 quarters. The position peaked at $32.7K in Q4 2022. 172 funds tracked by Wall St. Rank hold IYT as of Q1 2025.

Pathway Financial Advisers reported no remaining iShares US Transportation ETF position as of Q1 2025 after selling out during the quarter.
Pathway Financial Advisers sold 248 iShares US Transportation ETF shares in Q1 2025, an estimated $16.8K.
Pathway Financial Advisers first reported a position in iShares US Transportation ETF in Q4 2022 and held it in 6 quarters.
Pathway Financial Advisers's iShares US Transportation ETF position peaked at $32.7K in Q4 2022.
172 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2025.

Based on Pathway Financial Advisers's 13F filing for Q1 2025, filed 9 May 2025.