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Steward Partners Investment Advisory’s iShares US Transportation ETF IYT Stock Holding History

Steward Partners Investment Advisory’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 		$180K Sell
2,418
-15,611
-87% -$1.21M ﹤0.01% 2077
2025
Q4 		$1.34M Buy
18,029
+32
+0.2% +$2.33K 0.01% 938
2025
Q3 		$1.29M Buy
17,997
+258
+1% +$18.2K 0.01% 943
2025
Q2 		$1.22M Sell
17,739
-602
-3% -$38.4K 0.01% 906
2025
Q1 		$1.17M Buy
18,341
+880
+5% +$60.7K 0.01% 857
2024
Q4 		$1.18M Sell
17,461
-1,074
-6% -$76K 0.01% 815
2024
Q3 		$1.28M Sell
18,535
-699
-4% -$46K 0.01% 773
2024
Q2 		$1.26M Sell
19,234
-77
-0.4% -$5.06K 0.01% 733
2024
Q1 		$1.36M Buy
19,311
+251
+1% +$17K 0.02% 701
2023
Q4 		$1.25M Sell
19,060
-22,504
-54% -$1.35M 0.02% 655
2023
Q3 		$2.43M Sell
41,564
-1,716
-4% -$107K 0.04% 421
2023
Q2 		$2.7M Buy
43,280
+18,332
+73% +$1.05M 0.04% 403
2023
Q1 		$1.42M Buy
24,948
+4,932
+25% +$282K 0.02% 567
2022
Q4 		$1.07M Sell
20,016
-5,544
-22% -$299K 0.02% 644
2022
Q3 		$1.26M Buy
25,560
+18,112
+243% +$1.02M 0.02% 548
2022
Q2 		$396K Sell
7,448
-7,848
-51% -$457K 0.01% 937
2022
Q1 		$1.03M Buy
15,296
+3,092
+25% +$203K 0.02% 676
2021
Q4 		$844K Buy
12,204
+2,380
+24% +$159K 0.01% 758
2021
Q3 		$597K Sell
9,824
-5,408
-36% -$342K 0.01% 848
2021
Q2 		$990K Sell
15,232
-28
-0.2% -$1.87K 0.02% 674
2021
Q1 		$983K Buy
15,260
+7,128
+88% +$418K 0.02% 653
2020
Q4 		$448K Buy
8,132
+20
+0.2% +$1.07K 0.01% 789
2020
Q3 		$403K Buy
8,112
+7,480
+1,184% +$350K 0.01% 722
2020
Q2 		$26K Buy
632
+52
+9% +$1.97K ﹤0.01% 1679
2020
Q1 		$20K Sell
580
-8,576
-94% -$377K ﹤0.01% 1613
2019
Q4 		$447K Buy
9,156
+240
+3% +$11.5K 0.01% 649
2019
Q3 		$414K Sell
8,916
-4,732
-35% -$221K 0.01% 636
2019
Q2 		$642K Buy
13,648
+6,808
+100% +$321K 0.02% 499
2019
Q1 		$320K Buy
6,840
+68
+1% +$3.09K 0.01% 624
2018
Q4 		$279K Buy
6,772
+400
+6% +$18.5K 0.01% 619
2018
Q3 		$326K Buy
6,372
+220
+4% +$11K 0.02% 602
2018
Q2 		$286K Buy
+6,152
New +$294K 0.02% 576

Other funds holding IYT

MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
FFB
First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Steward Partners Investment Advisory's IYT Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its iShares US Transportation ETF (IYT) stake by 87% in Q1 2026, selling an estimated $1.21M and leaving 2,418 shares worth $180K. The position accounts for ﹤0.01% of the portfolio, ranked #2077.

Steward Partners Investment Advisory first reported a position in IYT in Q2 2018 and has held it in 32 quarters since. The position peaked at $2.7M in Q2 2023. 189 funds tracked by Wall St. Rank hold IYT as of Q1 2026.

  • Steward Partners Investment Advisory held 2,418 shares of iShares US Transportation ETF worth $180K as of Q1 2026.
  • Steward Partners Investment Advisory sold 15,611 iShares US Transportation ETF shares in Q1 2026, an estimated $1.21M.
  • iShares US Transportation ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2077 holding.
  • Steward Partners Investment Advisory first reported a position in iShares US Transportation ETF in Q2 2018 and has held it in 32 quarters since.
  • Steward Partners Investment Advisory's iShares US Transportation ETF position peaked at $2.7M in Q2 2023.
  • 189 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.