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Runnymede Capital Advisors’s iShares US Transportation ETF IYT Stock Holding History

Runnymede Capital 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 		$209K Buy
+2,404
New +$197K 0.12% 76
2025
Q2 		– Sell
-2,544
Closed -$163K – 168
2025
Q1 		$163K Hold
2,544
– – 0.16% 78
2024
Q4 		$172K Buy
+2,544
New +$180K 0.15% 76

Other funds holding IYT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Runnymede Capital Advisors's IYT Position: Q2 2026 in Review

Runnymede Capital Advisors opened a new position in iShares US Transportation ETF (IYT) in Q2 2026: 2,404 shares worth $209K. The stake represents 0.12% of the portfolio and ranks #76 among its holdings. This is a return to the name: Runnymede Capital Advisors previously reported a position in IYT as recently as Q1 2025.

Runnymede Capital Advisors first reported a position in IYT in Q4 2024 and has held it in 3 quarters since. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

  • Runnymede Capital Advisors held 2,404 shares of iShares US Transportation ETF worth $209K as of Q2 2026.
  • iShares US Transportation ETF was a new Runnymede Capital Advisors position in Q2 2026.
  • iShares US Transportation ETF made up 0.12% of Runnymede Capital Advisors's portfolio in Q2 2026, its #76 holding.
  • Runnymede Capital Advisors first reported a position in iShares US Transportation ETF in Q4 2024 and has held it in 3 quarters since.
  • 258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Runnymede Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.