PWAC
IYT icon

Private Wealth Advisors (California)’s iShares US Transportation ETF IYT Stock Holding History

Private Wealth Advisors (California)’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
Q1 		$265K Sell
3,553
-7
-0.2% -$544 0.07% 89
2025
Q4 		$265K Sell
3,560
-2
-0.1% -$145 0.08% 81
2025
Q3 		$255K Sell
3,562
-291
-8% -$20.5K 0.09% 78
2025
Q2 		$264K Sell
3,853
-761
-16% -$48.5K 0.1% 76
2025
Q1 		$295K Sell
4,614
-10
-0.2% -$689 0.11% 75
2024
Q4 		$312K Sell
4,624
-102
-2% -$7.21K 0.12% 74
2024
Q3 		$322K Sell
4,726
-78
-2% -$5.14K 0.12% 67
2024
Q2 		$311K Sell
4,804
-126
-3% -$8.28K 0.12% 66
2024
Q1 		$347K Sell
4,930
-182
-4% -$12.3K 0.14% 65
2023
Q4 		$335K Sell
5,112
-420
-8% -$25.2K 0.13% 59
2023
Q3 		$323K Sell
5,532
-204
-4% -$12.8K 0.14% 64
2023
Q2 		$358K Sell
5,736
-88
-2% -$5.04K 0.15% 62
2023
Q1 		$332K Sell
5,824
-52
-0.9% -$2.97K 0.14% 64
2022
Q4 		$314K Sell
5,876
-12
-0.2% -$648 0.11% 69
2022
Q3 		$289K Buy
5,888
+20
+0.3% +$1.13K 0.13% 59
2022
Q2 		$362K Sell
5,868
-116
-2% -$6.75K 0.13% 61
2022
Q1 		$404K Buy
5,984
+16
+0.3% +$1.05K 0.13% 64
2021
Q4 		$413K Buy
5,968
+12
+0.2% +$802 0.09% 72
2021
Q3 		$397K Hold
5,956
– – 0.09% 85
2021
Q2 		$387K Sell
5,956
-184
-3% -$12.3K 0.12% 69
2021
Q1 		$395K Sell
6,140
-324
-5% -$19K 0.13% 65
2020
Q4 		$370K Buy
6,464
+12
+0.2% +$641 0.13% 53
2020
Q3 		$321K Sell
6,452
-1,052
-14% -$49.2K 0.17% 47
2020
Q2 		$305K Buy
7,504
+20
+0.3% +$759 0.21% 39
2020
Q1 		$259K Sell
7,484
-11,860
-61% -$521K 0.21% 43
2019
Q4 		$946K Sell
19,344
-30,132
-61% -$1.44M 0.54% 45
2019
Q3 		$2.3M Sell
49,476
-2,096
-4% -$97.8K 1.5% 19
2019
Q2 		$2.41M Hold
51,572
– – 1.64% 18
2019
Q1 		$2.41M Sell
51,572
-180
-0.3% -$8.19K 1.64% 18
2018
Q4 		$2.13M Buy
+51,752
New +$2.39M 1.72% 18

Other funds holding IYT

MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
FFB
First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 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

Private Wealth Advisors (California)'s IYT Position: Q1 2026 in Review

Private Wealth Advisors (California) reduced its iShares US Transportation ETF (IYT) stake by 0.2% in Q1 2026, selling an estimated $544 and leaving 3,553 shares worth $265K. The position accounts for 0.07% of the portfolio, ranked #89.

Private Wealth Advisors (California) first reported a position in IYT in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.41M in Q2 2019. 189 funds tracked by Wall St. Rank hold IYT as of Q1 2026.

  • Private Wealth Advisors (California) held 3,553 shares of iShares US Transportation ETF worth $265K as of Q1 2026.
  • Private Wealth Advisors (California) sold 7 iShares US Transportation ETF shares in Q1 2026, an estimated $544.
  • iShares US Transportation ETF made up 0.07% of Private Wealth Advisors (California)'s portfolio in Q1 2026, its #89 holding.
  • Private Wealth Advisors (California) first reported a position in iShares US Transportation ETF in Q4 2018 and has held it in 30 quarters since.
  • Private Wealth Advisors (California)'s iShares US Transportation ETF position peaked at $2.41M in Q2 2019.
  • 189 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q1 2026, filed 13 May 2026.