Private Trust Company’s iShares US Transportation ETF IYT Stock Holding History

Private Trust Company’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	$250K	Buy	2,888 +432	+18%	+$35.3K	0.02%	727
2026 Q1	$183K	Hold	2,456	–	–	0.02%	815
2025 Q4	$183K	Hold	2,456	–	–	0.02%	793
2025 Q3	$176K	Hold	2,456	–	–	0.02%	796
2025 Q2	$168K	Hold	2,456	–	–	0.02%	779
2025 Q1	$157K	Sell	2,456 -82	-3%	-$5.65K	0.02%	789
2024 Q4	$171K	Buy	2,538 +82	+3%	+$5.8K	0.02%	753
2024 Q3	$169K	Hold	2,456	–	–	0.02%	756
2024 Q2	$161K	Hold	2,456	–	–	0.02%	731
2024 Q1	$173K	Hold	2,456	–	–	0.02%	695
2023 Q4	$161K	Hold	2,456	–	–	0.02%	676
2023 Q3	$144K	Hold	2,456	–	–	0.02%	673
2023 Q2	$153K	Hold	2,456	–	–	0.02%	658
2023 Q1	$140K	Hold	2,456	–	–	0.02%	653
2022 Q4	$131K	Sell	2,456 -20	-0.8%	-$1.08K	0.02%	643
2022 Q3	$122K	Sell	2,476 -448	-15%	-$25.3K	0.02%	607
2022 Q2	$156K	Buy	+2,924	New	+$170K	0.02%	550

Other funds holding IYT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Private Trust Company's IYT Position: Q2 2026 in Review

Private Trust Company increased its iShares US Transportation ETF (IYT) stake by 18% in Q2 2026, buying an estimated $35.3K and bringing the position to 2,888 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #727.

Private Trust Company first reported a position in IYT in Q2 2022 and has held it in 17 quarters since. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

Private Trust Company held 2,888 shares of iShares US Transportation ETF worth $250K as of Q2 2026.
Private Trust Company bought 432 iShares US Transportation ETF shares in Q2 2026, an estimated $35.3K.
iShares US Transportation ETF made up 0.02% of Private Trust Company's portfolio in Q2 2026, its #727 holding.
Private Trust Company first reported a position in iShares US Transportation ETF in Q2 2022 and has held it in 17 quarters since.
258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.