Private Portfolio Partners’s iShares US Transportation ETF IYT Stock Holding History

Private Portfolio 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
2024 Q4	$551K	Hold	8,150	–	–	0.1%	154
2024 Q3	$562K	Buy	+8,150	New	+$537K	0.11%	150
2024 Q2	–	Sell	-8,150	Closed	-$574K	–	177
2024 Q1	$574K	Sell	8,150 -50	-0.6%	-$3.38K	0.12%	142
2023 Q4	$538K	Hold	8,200	–	–	0.12%	135
2023 Q3	$479K	Hold	8,200	–	–	0.12%	137
2023 Q2	$512K	Hold	8,200	–	–	0.13%	126
2023 Q1	$467K	Sell	8,200 -1,500	-15%	-$85.8K	0.13%	134
2022 Q4	$518K	Hold	9,700	–	–	0.14%	138
2022 Q3	$477K	Buy	9,700 +400	+4%	+$22.6K	0.14%	137
2022 Q2	$495K	Buy	9,300 +1,000	+12%	+$58.2K	0.14%	131
2022 Q1	$560K	Hold	8,300	–	–	0.14%	142
2021 Q4	$574K	Hold	8,300	–	–	0.15%	134
2021 Q3	$505K	Buy	8,300 +1,608	+24%	+$102K	0.14%	139
2021 Q2	$435K	Buy	6,692 +200	+3%	+$13.4K	0.13%	156
2021 Q1	$418K	Buy	6,492 +300	+5%	+$17.6K	0.14%	144
2020 Q4	$341K	Buy	+6,192	New	+$331K	0.12%	155

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

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

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

FFB

First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 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

Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Private Portfolio Partners's IYT Position: Q4 2024 in Review

Private Portfolio Partners held its iShares US Transportation ETF (IYT) position steady in Q4 2024 at 8,150 shares worth $551K. The position accounts for 0.1% of the portfolio, ranked #154.

Private Portfolio Partners first reported a position in IYT in Q4 2020 and has held it in 16 quarters since. The position peaked at $574K in Q1 2024. 203 funds tracked by Wall St. Rank hold IYT as of Q4 2024.

Private Portfolio Partners held 8,150 shares of iShares US Transportation ETF worth $551K as of Q4 2024.
Private Portfolio Partners left its iShares US Transportation ETF share count unchanged in Q4 2024.
iShares US Transportation ETF made up 0.1% of Private Portfolio Partners's portfolio in Q4 2024, its #154 holding.
Private Portfolio Partners first reported a position in iShares US Transportation ETF in Q4 2020 and has held it in 16 quarters since.
Private Portfolio Partners's iShares US Transportation ETF position peaked at $574K in Q1 2024.
203 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.