SNS Financial Group’s iShares US Transportation ETF IYT Stock Holding History

SNS Financial 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 Q2	$46.8M	Buy	+539,227	New	+$44.1M	0.9%	30
2021 Q3	–	Sell	-8,000	Closed	-$520K	–	238
2021 Q2	$520K	Hold	8,000	–	–	0.07%	123
2021 Q1	$515K	Sell	8,000 -8,000	-50%	-$469K	0.07%	119
2020 Q4	$882K	Buy	16,000 +8,000	+100%	+$427K	0.13%	91
2020 Q3	$398K	Buy	+8,000	New	+$374K	0.06%	132
2014 Q4	–	Sell	-63,324	Closed	-$2.39M	–	116
2014 Q3	$2.39M	Buy	63,324 +6,348	+11%	+$238K	0.78%	21
2014 Q2	$2.09M	Buy	56,976 +3,380	+6%	+$119K	0.84%	23
2014 Q1	$1.81M	Buy	53,596 +9,032	+20%	+$298K	0.81%	20
2013 Q4	$1.47M	Buy	+44,564	New	+$1.4M	0.68%	32

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

SNS Financial Group's IYT Position: Q2 2026 in Review

SNS Financial Group opened a new position in iShares US Transportation ETF (IYT) in Q2 2026: 539,227 shares worth $46.8M. The stake represents 0.9% of the portfolio and ranks #30 among its holdings. This is a return to the name: SNS Financial Group previously reported a position in IYT as recently as Q2 2021.

SNS Financial Group first reported a position in IYT in Q4 2013 and has held it in 9 quarters since. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

SNS Financial Group held 539,227 shares of iShares US Transportation ETF worth $46.8M as of Q2 2026.
iShares US Transportation ETF was a new SNS Financial Group position in Q2 2026.
iShares US Transportation ETF made up 0.9% of SNS Financial Group's portfolio in Q2 2026, its #30 holding.
SNS Financial Group first reported a position in iShares US Transportation ETF in Q4 2013 and has held it in 9 quarters since.
258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.