Root Financial Partners’s iShares US Transportation ETF IYT Stock Holding History

Root Financial Partners’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 Q3	$10.2K	Buy	+130	New	+$11.1K	﹤0.01%	1900

Other funds holding IYT

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

First Financial Bankshares Abilene, Texas $5.57B AUM 22.53% 1-Year Est. Return

Root Financial Partners's IYT Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares US Transportation ETF (IYT) in Q3 2026: 130 shares worth $10.2K. The stake represents ﹤0.01% of the portfolio and ranks #1900 among its holdings.

206 funds tracked by Wall St. Rank hold IYT as of Q3 2026.

Root Financial Partners held 130 shares of iShares US Transportation ETF worth $10.2K as of Q3 2026.
iShares US Transportation ETF was a new Root Financial Partners position in Q3 2026.
iShares US Transportation ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1900 holding.
206 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.