Stephens Inc’s iShares US Transportation ETF IYT Stock Holding History

Stephens Inc’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	$437K	Buy	+5,037	New	+$412K	﹤0.01%	935
2021 Q3	–	Sell	-6,444	Closed	-$419K	–	1377
2021 Q2	$419K	Buy	6,444 +68	+1%	+$4.54K	0.01%	932
2021 Q1	$411K	Buy	6,376 +272	+4%	+$16K	0.01%	903
2020 Q4	$337K	Buy	6,104 +408	+7%	+$21.8K	0.01%	890
2020 Q3	$283K	Buy	+5,696	New	+$266K	0.01%	898
2017 Q2	–	Sell	-51,740	Closed	-$2.12M	–	881
2017 Q1	$2.12M	Sell	51,740 -19,804	-28%	-$824K	0.08%	271
2016 Q4	$2.91M	Sell	71,544 -12	-0%	-$466	0.12%	196
2016 Q3	$2.6M	Buy	+71,556	New	+$2.53M	0.11%	197
2015 Q1	–	Sell	-72,712	Closed	-$2.98M	–	840
2014 Q4	$2.98M	Buy	72,712 +12,048	+20%	+$474K	0.14%	164
2014 Q3	$2.29M	Buy	60,664 +632	+1%	+$23.7K	0.11%	200
2014 Q2	$2.21M	Buy	60,032 +11,492	+24%	+$404K	0.11%	205
2014 Q1	$1.64M	Buy	+48,540	New	+$1.6M	0.09%	242

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

Stephens Inc's IYT Position: Q2 2026 in Review

Stephens Inc opened a new position in iShares US Transportation ETF (IYT) in Q2 2026: 5,037 shares worth $437K. The stake represents ﹤0.01% of the portfolio and ranks #935 among its holdings. This is a return to the name: Stephens Inc previously reported a position in IYT as recently as Q2 2021.

Stephens Inc first reported a position in IYT in Q1 2014 and has held it in 12 quarters since. The position peaked at $2.98M in Q4 2014. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

Stephens Inc held 5,037 shares of iShares US Transportation ETF worth $437K as of Q2 2026.
iShares US Transportation ETF was a new Stephens Inc position in Q2 2026.
iShares US Transportation ETF made up ﹤0.01% of Stephens Inc's portfolio in Q2 2026, its #935 holding.
Stephens Inc first reported a position in iShares US Transportation ETF in Q1 2014 and has held it in 12 quarters since.
Stephens Inc's iShares US Transportation ETF position peaked at $2.98M in Q4 2014.
258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.