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IYT icon

Sunbelt Securities’s iShares US Transportation ETF IYT Stock Holding History

Sunbelt Securities’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 		$13.1K Buy
+176
New +$13.7K ﹤0.01% 1425
2023
Q3 		– Sell
-8
Closed -$500 – 1803
2023
Q2 		$500 Hold
8
– – ﹤0.01% 1583
2023
Q1 		$447 Buy
+8
New +$458 ﹤0.01% 1555
2022
Q2 		– Sell
-5,944
Closed -$408K – 469
2022
Q1 		$408K Hold
5,944
– – 0.07% 294
2021
Q4 		$394K Sell
5,944
-2,260
-28% -$151K 0.06% 312
2021
Q3 		$519K Hold
8,204
– – 0.09% 247
2021
Q2 		$519K Buy
8,204
+1,204
+17% +$80.4K 0.09% 247
2021
Q1 		$451K Buy
7,000
+104
+2% +$6.1K 0.09% 253
2020
Q4 		$380K Buy
6,896
+48
+0.7% +$2.56K 0.08% 272
2020
Q3 		$341K Buy
+6,848
New +$320K 0.09% 241

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 $761B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $152B 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 $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return