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Tyler-Stone Wealth Management’s iShares US Transportation ETF IYT Stock Holding History

Tyler-Stone Wealth 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
Q2 		$366K Buy
5,343
+13
+0.2% +$829 0.06% 234
2025
Q1 		$341K Buy
5,330
+17
+0.3% +$1.17K 0.06% 231
2024
Q4 		$359K Buy
5,313
+12
+0.2% +$849 0.06% 228
2024
Q3 		$365K Buy
5,301
+2,658
+101% +$175K 0.07% 222
2024
Q2 		$173K Buy
2,643
+7
+0.3% +$460 0.07% 210
2024
Q1 		$186K Sell
2,636
-248
-9% -$16.8K 0.08% 202
2023
Q4 		$189K Buy
2,884
+20
+0.7% +$1.2K 0.09% 182
2023
Q3 		$167K Hold
2,864
– – 0.1% 177
2023
Q2 		$179K Buy
+2,864
New +$164K 0.1% 171
2022
Q4 		$157K Buy
2,948
+12
+0.4% +$648 0.11% 172
2022
Q3 		$144K Buy
2,936
+8
+0.3% +$452 0.11% 167
2022
Q2 		$156K Buy
2,928
+8
+0.3% +$465 0.1% 174
2022
Q1 		$197K Sell
2,920
-336
-10% -$22.1K 0.11% 176
2021
Q4 		$225K Buy
+3,256
New +$218K 0.12% 168

Other funds holding IYT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FFB
First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Tyler-Stone Wealth Management's IYT Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its iShares US Transportation ETF (IYT) stake by 0.24% in Q2 2025, buying an estimated $829 and bringing the position to 5,343 shares worth $366K. The position accounts for 0.06% of the portfolio, ranked #234.

Tyler-Stone Wealth Management first reported a position in IYT in Q4 2021 and has held it in 14 quarters since. 174 funds tracked by Wall St. Rank hold IYT as of Q2 2025.

  • Tyler-Stone Wealth Management held 5,343 shares of iShares US Transportation ETF worth $366K as of Q2 2025.
  • Tyler-Stone Wealth Management bought 13 iShares US Transportation ETF shares in Q2 2025, an estimated $829.
  • iShares US Transportation ETF made up 0.06% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #234 holding.
  • Tyler-Stone Wealth Management first reported a position in iShares US Transportation ETF in Q4 2021 and has held it in 14 quarters since.
  • 174 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.