Realta Investment Advisors’s iShares US Transportation ETF IYT Stock Holding History

Realta Investment Advisors’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	$626K	Buy	+8,386	New	+$652K	0.22%	105
2024 Q3	–	Sell	-60	Closed	-$3.93K	–	563
2024 Q2	$3.93K	Hold	60	–	–	﹤0.01%	735
2024 Q1	$4.22K	Buy	+60	New	+$4.06K	﹤0.01%	752
2023 Q4	–	Sell	-60	Closed	-$3.75K	–	628
2023 Q3	$3.75K	Hold	60	–	–	﹤0.01%	731
2023 Q2	$3.75K	Buy	+60	New	+$3.44K	﹤0.01%	781
2023 Q1	–	Sell	-60	Closed	-$3.2K	–	641
2022 Q4	$3.2K	Hold	60	–	–	﹤0.01%	795
2022 Q3	$3K	Buy	+60	New	+$3.39K	﹤0.01%	774
2020 Q1	–	Sell	-200	Closed	-$10K	–	870
2019 Q4	$10K	Sell	200 -200	-50%	-$9.59K	﹤0.01%	1131
2019 Q3	$18K	Buy	400 +200	+100%	+$9.33K	﹤0.01%	948
2019 Q2	$9K	Hold	200	–	–	﹤0.01%	1171
2019 Q1	$9K	Buy	+200	New	+$9.1K	﹤0.01%	931

Other funds holding IYT

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Realta Investment Advisors's IYT Position: Q1 2026 in Review

Realta Investment Advisors opened a new position in iShares US Transportation ETF (IYT) in Q1 2026: 8,386 shares worth $626K. The stake represents 0.22% of the portfolio and ranks #105 among its holdings. This is a return to the name: Realta Investment Advisors previously reported a position in IYT as recently as Q2 2024.

Realta Investment Advisors first reported a position in IYT in Q1 2019 and has held it in 11 quarters since. 189 funds tracked by Wall St. Rank hold IYT as of Q1 2026.

Realta Investment Advisors held 8,386 shares of iShares US Transportation ETF worth $626K as of Q1 2026.
iShares US Transportation ETF was a new Realta Investment Advisors position in Q1 2026.
iShares US Transportation ETF made up 0.22% of Realta Investment Advisors's portfolio in Q1 2026, its #105 holding.
Realta Investment Advisors first reported a position in iShares US Transportation ETF in Q1 2019 and has held it in 11 quarters since.
189 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2026.

Based on Realta Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.