PFS
IYT icon

Prospera Financial Services’s iShares US Transportation ETF IYT Stock Holding History

Prospera Financial Services’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 		– Sell
-14,005
Closed -$1.04M – 1506
2026
Q1 		$1.04M Buy
+14,005
New +$1.09M 0.02% 694
2025
Q1 		– Sell
-28,178
Closed -$1.9M – 1208
2024
Q4 		$1.9M Buy
+28,178
New +$1.99M 0.04% 381
2022
Q3 		– Sell
-2,760
Closed -$147K – 1227
2022
Q2 		$147K Sell
2,760
-15,924
-85% -$927K 0.01% 809
2022
Q1 		$1.26M Buy
18,684
+2,932
+19% +$193K 0.05% 373
2021
Q4 		$1.09M Buy
15,752
+1,596
+11% +$107K 0.05% 389
2021
Q3 		$861K Buy
14,156
+4,056
+40% +$256K 0.04% 405
2021
Q2 		$657K Sell
10,100
-304
-3% -$20.3K 0.03% 460
2021
Q1 		$671K Buy
10,404
+148
+1% +$8.69K 0.04% 424
2020
Q4 		$565K Buy
10,256
+6,340
+162% +$339K 0.04% 395
2020
Q3 		$195K Buy
+3,916
New +$183K 0.07% 235

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

Prospera Financial Services's IYT Position: Q2 2026 in Review

Prospera Financial Services sold out of iShares US Transportation ETF (IYT) in Q2 2026, closing a stake of 14,005 shares — an estimated $1.04M sold.

Prospera Financial Services first reported a position in IYT in Q3 2020 and held it in 10 quarters. The position peaked at $1.9M in Q4 2024. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

  • Prospera Financial Services reported no remaining iShares US Transportation ETF position as of Q2 2026 after selling out during the quarter.
  • Prospera Financial Services sold 14,005 iShares US Transportation ETF shares in Q2 2026, an estimated $1.04M.
  • Prospera Financial Services first reported a position in iShares US Transportation ETF in Q3 2020 and held it in 10 quarters.
  • Prospera Financial Services's iShares US Transportation ETF position peaked at $1.9M in Q4 2024.
  • 258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.