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Twin Peaks Wealth Advisors’s iShares US Transportation ETF IYT Stock Holding History

Twin Peaks Wealth Advisors’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
-85
Closed -$5.94K – 1159
2025
Q2 		$5.94K Buy
+85
New +$5.42K ﹤0.01% 1221

Other funds holding IYT

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
FFB
First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Twin Peaks Wealth Advisors's IYT Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of iShares US Transportation ETF (IYT) in Q3 2025, closing a stake of 85 shares — an estimated $5.94K sold.

Twin Peaks Wealth Advisors first reported a position in IYT in Q2 2025 and held it in 1 quarter. The position peaked at $5.94K in Q2 2025. 166 funds tracked by Wall St. Rank hold IYT as of Q3 2025.

  • Twin Peaks Wealth Advisors reported no remaining iShares US Transportation ETF position as of Q3 2025 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 85 iShares US Transportation ETF shares in Q3 2025, an estimated $5.94K.
  • Twin Peaks Wealth Advisors first reported a position in iShares US Transportation ETF in Q2 2025 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's iShares US Transportation ETF position peaked at $5.94K in Q2 2025.
  • 166 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.