TIM
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Tortoise Investment Management’s iShares US Transportation ETF IYT Stock Holding History

Tortoise Investment Management’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
-200
Closed -$13.7K – 1583
2025
Q2 		$13.7K Buy
+200
New +$12.8K ﹤0.01% 562

Other funds holding IYT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
First Financial Bankshares
First Financial Bankshares Abilene, Texas $5.34B AUM 28.75% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Tortoise Investment Management's IYT Position: Q3 2025 in Review

Tortoise Investment Management sold out of iShares US Transportation ETF (IYT) in Q3 2025, closing a stake of 200 shares — an estimated $13.7K sold.

Tortoise Investment Management first reported a position in IYT in Q2 2025 and held it in 1 quarter. The position peaked at $13.7K in Q2 2025. 166 funds tracked by Wall St. Rank hold IYT as of Q3 2025.

  • Tortoise Investment Management reported no remaining iShares US Transportation ETF position as of Q3 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 200 iShares US Transportation ETF shares in Q3 2025, an estimated $13.7K.
  • Tortoise Investment Management first reported a position in iShares US Transportation ETF in Q2 2025 and held it in 1 quarter.
  • Tortoise Investment Management's iShares US Transportation ETF position peaked at $13.7K in Q2 2025.
  • 166 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2025.

Based on Tortoise Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.