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 Q2	$707K	Sell	8,155 -231	-3%	-$18.9K	0.22%	104
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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Realta Investment Advisors's IYT Position: Q2 2026 in Review

Realta Investment Advisors reduced its iShares US Transportation ETF (IYT) stake by 2.8% in Q2 2026, selling an estimated $18.9K and leaving 8,155 shares worth $707K. The position accounts for 0.22% of the portfolio, ranked #104.

Realta Investment Advisors first reported a position in IYT in Q1 2019 and has held it in 12 quarters since. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

Realta Investment Advisors held 8,155 shares of iShares US Transportation ETF worth $707K as of Q2 2026.
Realta Investment Advisors sold 231 iShares US Transportation ETF shares in Q2 2026, an estimated $18.9K.
iShares US Transportation ETF made up 0.22% of Realta Investment Advisors's portfolio in Q2 2026, its #104 holding.
Realta Investment Advisors first reported a position in iShares US Transportation ETF in Q1 2019 and has held it in 12 quarters since.
258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.