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Putney Financial Group’s iShares US Transportation ETF IYT Stock Holding History

Putney Financial Group’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
2025
Q1 		– Sell
-3,745
Closed -$253K – 294
2024
Q4 		$253K Buy
+3,745
New +$265K 0.23% 63

Other funds holding IYT

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FFB
First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Putney Financial Group's IYT Position: Q1 2025 in Review

Putney Financial Group sold out of iShares US Transportation ETF (IYT) in Q1 2025, closing a stake of 3,745 shares — an estimated $253K sold.

Putney Financial Group first reported a position in IYT in Q4 2024 and held it in 1 quarter. The position peaked at $253K in Q4 2024. 172 funds tracked by Wall St. Rank hold IYT as of Q1 2025.

  • Putney Financial Group reported no remaining iShares US Transportation ETF position as of Q1 2025 after selling out during the quarter.
  • Putney Financial Group sold 3,745 iShares US Transportation ETF shares in Q1 2025, an estimated $253K.
  • Putney Financial Group first reported a position in iShares US Transportation ETF in Q4 2024 and held it in 1 quarter.
  • Putney Financial Group's iShares US Transportation ETF position peaked at $253K in Q4 2024.
  • 172 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2025.

Based on Putney Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.