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Retirement Planning Company of New England’s iShares US Transportation ETF IYT Stock Holding History

Retirement Planning Company of New England’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 		$1.02M Sell
11,718
-461
-4% -$37.7K 0.37% 75
2026
Q1 		$909K Buy
12,179
+82
+0.7% +$6.37K 0.37% 79
2025
Q4 		$901K Sell
12,097
-9
-0.1% -$654 0.36% 79
2025
Q3 		$868K Buy
12,106
+17
+0.1% +$1.2K 0.35% 80
2025
Q2 		$829K Sell
12,089
-129
-1% -$8.23K 0.37% 76
2025
Q1 		$782K Sell
12,218
-111
-0.9% -$7.65K 0.39% 76
2024
Q4 		$833K Buy
12,329
+47
+0.4% +$3.32K 0.4% 69
2024
Q3 		$846K Sell
12,282
-543
-4% -$35.8K 0.42% 70
2024
Q2 		$839K Sell
12,825
-95
-0.7% -$6.24K 0.46% 64
2024
Q1 		$910K Sell
12,920
-312
-2% -$21.1K 0.5% 60
2023
Q4 		$868K Buy
13,232
+924
+8% +$55.4K 0.39% 79
2023
Q3 		$719K Sell
12,308
-1,612
-12% -$101K 0.4% 76
2023
Q2 		$869K Sell
13,920
-116
-0.8% -$6.65K 0.5% 62
2023
Q1 		$799K Buy
14,036
+80
+0.6% +$4.58K 0.49% 65
2022
Q4 		$745K Sell
13,956
-120
-0.9% -$6.48K 0.49% 70
2022
Q3 		$691K Buy
14,076
+36
+0.3% +$2.04K 0.5% 63
2022
Q2 		$747K Buy
14,040
+8
+0.1% +$465 0.51% 65
2022
Q1 		$947K Buy
14,032
+120
+0.9% +$7.89K 0.54% 56
2021
Q4 		$961K Buy
+13,912
New +$930K 0.47% 55

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WA
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Janney Montgomery Scott
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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SFG
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Victory Capital Management
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BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Retirement Planning Company of New England's IYT Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its iShares US Transportation ETF (IYT) stake by 3.8% in Q2 2026, selling an estimated $37.7K and leaving 11,718 shares worth $1.02M. The position accounts for 0.37% of the portfolio, ranked #75.

Retirement Planning Company of New England first reported a position in IYT in Q4 2021 and has held it in 19 quarters since. 194 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

  • Retirement Planning Company of New England held 11,718 shares of iShares US Transportation ETF worth $1.02M as of Q2 2026.
  • Retirement Planning Company of New England sold 461 iShares US Transportation ETF shares in Q2 2026, an estimated $37.7K.
  • iShares US Transportation ETF made up 0.37% of Retirement Planning Company of New England's portfolio in Q2 2026, its #75 holding.
  • Retirement Planning Company of New England first reported a position in iShares US Transportation ETF in Q4 2021 and has held it in 19 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.