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Summit Financial’s iShares US Transportation ETF IYT Stock Holding History

Summit Financial’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 		$394K Buy
4,546
+367
+9% +$30K ﹤0.01% 1191
2026
Q1 		$312K Buy
4,179
+8
+0.2% +$622 ﹤0.01% 1177
2025
Q4 		$311K Buy
4,171
+463
+12% +$33.6K ﹤0.01% 1074
2025
Q3 		$266K Buy
3,708
+446
+14% +$31.4K ﹤0.01% 1099
2025
Q2 		$224K Buy
+3,262
New +$208K 0.01% 758

Other funds holding IYT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Summit Financial's IYT Position: Q2 2026 in Review

Summit Financial increased its iShares US Transportation ETF (IYT) stake by 8.8% in Q2 2026, buying an estimated $30K and bringing the position to 4,546 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #1191.

Summit Financial first reported a position in IYT in Q2 2025 and has held it in 5 quarters since. 257 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

  • Summit Financial held 4,546 shares of iShares US Transportation ETF worth $394K as of Q2 2026.
  • Summit Financial bought 367 iShares US Transportation ETF shares in Q2 2026, an estimated $30K.
  • iShares US Transportation ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1191 holding.
  • Summit Financial first reported a position in iShares US Transportation ETF in Q2 2025 and has held it in 5 quarters since.
  • 257 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.