SageView Advisory Group
IYT icon

SageView Advisory Group’s iShares US Transportation ETF IYT Stock Holding History

SageView Advisory Group’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 		– Sell
-42
Closed -$3.15K – 1518
2025
Q4 		$3.15K Buy
+42
New +$3.05K ﹤0.01% 2097

Other funds holding IYT

Menora Mivtachim Holdings
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
First Financial Bankshares
First Financial Bankshares Abilene, Texas $5.34B AUM 28.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SageView Advisory Group's IYT Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares US Transportation ETF (IYT) in Q1 2026, closing a stake of 42 shares — an estimated $3.15K sold.

SageView Advisory Group first reported a position in IYT in Q4 2025 and held it in 1 quarter. The position peaked at $3.15K in Q4 2025. 189 funds tracked by Wall St. Rank hold IYT as of Q1 2026.

  • SageView Advisory Group reported no remaining iShares US Transportation ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 42 iShares US Transportation ETF shares in Q1 2026, an estimated $3.15K.
  • SageView Advisory Group first reported a position in iShares US Transportation ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's iShares US Transportation ETF position peaked at $3.15K in Q4 2025.
  • 189 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.