Valley Wealth Managers’s iShares US Transportation ETF IYT Stock Holding History

Valley Wealth Managers’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	–	Sell	-235	Closed	-$15K	–	341
2025 Q1	$15K	Hold	235	–	–	﹤0.01%	259
2024 Q4	$15.9K	Buy	+235	New	+$16.6K	﹤0.01%	272

Other funds holding IYT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

FFB

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

Valley Wealth Managers's IYT Position: Q2 2025 in Review

Valley Wealth Managers sold out of iShares US Transportation ETF (IYT) in Q2 2025, closing a stake of 235 shares — an estimated $15K sold.

Valley Wealth Managers first reported a position in IYT in Q4 2024 and held it in 2 quarters. The position peaked at $15.9K in Q4 2024. 174 funds tracked by Wall St. Rank hold IYT as of Q2 2025.

Valley Wealth Managers reported no remaining iShares US Transportation ETF position as of Q2 2025 after selling out during the quarter.
Valley Wealth Managers sold 235 iShares US Transportation ETF shares in Q2 2025, an estimated $15K.
Valley Wealth Managers first reported a position in iShares US Transportation ETF in Q4 2024 and held it in 2 quarters.
Valley Wealth Managers's iShares US Transportation ETF position peaked at $15.9K in Q4 2024.
174 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2025.

Based on Valley Wealth Managers's 13F filing for Q2 2025, filed 6 Aug 2025.