Saxon Interests’s iShares US Transportation ETF IYT Stock Holding History

Saxon Interests’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	$672K	Hold	7,750	–	–	0.19%	128
2026 Q1	$578K	Hold	7,750	–	–	0.2%	130
2025 Q4	$577K	Hold	7,750	–	–	0.2%	109
2025 Q3	$553K	Hold	7,750	–	–	0.22%	96
2025 Q2	$496K	Hold	7,750	–	–	0.23%	98
2025 Q1	$496K	Hold	7,750	–	–	0.23%	98
2024 Q4	$524K	Hold	7,750	–	–	0.23%	99
2024 Q3	$534K	Hold	7,750	–	–	0.24%	93
2024 Q2	$507K	Hold	7,750	–	–	0.24%	96
2024 Q1	$546K	Sell	7,750 -2	-0%	-$135	0.26%	93
2023 Q4	$509K	Buy	+7,752	New	+$464K	0.25%	99
2023 Q3	–	Sell	-7,752	Closed	-$484K	–	133
2023 Q2	$484K	Hold	7,752	–	–	0.26%	98
2023 Q1	$442K	Hold	7,752	–	–	0.25%	106
2022 Q4	$437K	Sell	7,752 -2,376	-23%	-$128K	0.25%	100
2022 Q3	$525K	Sell	10,128 -340	-3%	-$19.2K	0.32%	77
2022 Q2	$557K	Sell	10,468 -4,492	-30%	-$261K	0.34%	76
2022 Q1	$1.01M	Sell	14,960 -452	-3%	-$29.7K	0.54%	49
2021 Q4	$1.05M	Buy	+15,412	New	+$1.03M	0.59%	39

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

Saxon Interests's IYT Position: Q2 2026 in Review

Saxon Interests held its iShares US Transportation ETF (IYT) position steady in Q2 2026 at 7,750 shares worth $672K. The position accounts for 0.19% of the portfolio, ranked #128.

Saxon Interests first reported a position in IYT in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.05M in Q4 2021. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

Saxon Interests held 7,750 shares of iShares US Transportation ETF worth $672K as of Q2 2026.
Saxon Interests left its iShares US Transportation ETF share count unchanged in Q2 2026.
iShares US Transportation ETF made up 0.19% of Saxon Interests's portfolio in Q2 2026, its #128 holding.
Saxon Interests first reported a position in iShares US Transportation ETF in Q4 2021 and has held it in 18 quarters since.
Saxon Interests's iShares US Transportation ETF position peaked at $1.05M in Q4 2021.
258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.