Thrive Capital Management (Pennsylvania)’s iShares US Transportation ETF IYT Stock Holding History

Thrive Capital Management (Pennsylvania)’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
2025 Q3	–	Sell	-3,621	Closed	-$248K	–	175
2025 Q2	$248K	Buy	+3,621	New	+$231K	0.08%	154
2024 Q4	–	Sell	-8,900	Closed	-$613K	–	136
2024 Q3	$613K	Sell	8,900 -134	-1%	-$8.83K	0.29%	100
2024 Q2	$591K	Buy	+9,034	New	+$593K	0.27%	101
2024 Q1	–	Sell	-34,404	Closed	-$2.26M	–	166
2023 Q4	$2.26M	Sell	34,404 -3,408	-9%	-$204K	1.21%	27
2023 Q3	$2.21M	Buy	37,812 +6,628	+21%	+$414K	1.23%	25
2023 Q2	$1.95M	Sell	31,184 -1,460	-4%	-$83.7K	1.11%	25
2023 Q1	$1.83M	Sell	32,644 -900	-3%	-$51.5K	1.15%	25
2022 Q4	$1.79M	Sell	33,544 -2,680	-7%	-$145K	1.17%	23
2022 Q3	$1.78M	Sell	36,224 -1,732	-5%	-$97.9K	1.2%	19
2022 Q2	$2.02M	Sell	37,956 -980	-3%	-$57K	1.4%	15
2022 Q1	$2.63M	Buy	38,936 +13,920	+56%	+$915K	1.59%	17
2021 Q4	$1.73M	Buy	+25,016	New	+$1.67M	1.13%	20

Other funds holding IYT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

FFB

First Financial Bankshares Abilene, Texas $5.34B AUM 28.75% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Thrive Capital Management (Pennsylvania)'s IYT Position: Q3 2025 in Review

Thrive Capital Management (Pennsylvania) sold out of iShares US Transportation ETF (IYT) in Q3 2025, closing a stake of 3,621 shares — an estimated $248K sold.

Thrive Capital Management (Pennsylvania) first reported a position in IYT in Q4 2021 and held it in 12 quarters. The position peaked at $2.63M in Q1 2022. 166 funds tracked by Wall St. Rank hold IYT as of Q3 2025.

Thrive Capital Management (Pennsylvania) reported no remaining iShares US Transportation ETF position as of Q3 2025 after selling out during the quarter.
Thrive Capital Management (Pennsylvania) sold 3,621 iShares US Transportation ETF shares in Q3 2025, an estimated $248K.
Thrive Capital Management (Pennsylvania) first reported a position in iShares US Transportation ETF in Q4 2021 and held it in 12 quarters.
Thrive Capital Management (Pennsylvania)'s iShares US Transportation ETF position peaked at $2.63M in Q1 2022.
166 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2025.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q3 2025, filed 28 Oct 2025.