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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
Q2 		$304K Sell
3,507
-46
-1% -$3.76K 0.08% 77
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

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

Private Wealth Advisors (California)'s IYT Position: Q2 2026 in Review

Private Wealth Advisors (California) reduced its iShares US Transportation ETF (IYT) stake by 1.3% in Q2 2026, selling an estimated $3.76K and leaving 3,507 shares worth $304K. The position accounts for 0.08% of the portfolio, ranked #77.

Private Wealth Advisors (California) first reported a position in IYT in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.41M in Q2 2019. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

  • Private Wealth Advisors (California) held 3,507 shares of iShares US Transportation ETF worth $304K as of Q2 2026.
  • Private Wealth Advisors (California) sold 46 iShares US Transportation ETF shares in Q2 2026, an estimated $3.76K.
  • iShares US Transportation ETF made up 0.08% of Private Wealth Advisors (California)'s portfolio in Q2 2026, its #77 holding.
  • Private Wealth Advisors (California) first reported a position in iShares US Transportation ETF in Q4 2018 and has held it in 31 quarters since.
  • Private Wealth Advisors (California)'s iShares US Transportation ETF position peaked at $2.41M in Q2 2019.
  • 258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q2 2026, filed 6 Aug 2026.