Verity & Verity’s iShares US Transportation ETF IYT Stock Holding History

Verity & Verity’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	-100,831	Closed	-$6.46M	–	137
2025 Q1	$6.46M	Buy	+100,831	New	+$6.95M	0.57%	57
2024 Q4	–	Sell	-67,620	Closed	-$4.66M	–	135
2024 Q3	$4.66M	Buy	+67,620	New	+$4.45M	0.46%	58
2024 Q2	–	Sell	-24,416	Closed	-$1.72M	–	115
2024 Q1	$1.72M	Buy	+24,416	New	+$1.65M	0.19%	63

Other funds holding IYT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Verity & Verity's IYT Position: Q2 2025 in Review

Verity & Verity sold out of iShares US Transportation ETF (IYT) in Q2 2025, closing a stake of 100,831 shares — an estimated $6.46M sold.

Verity & Verity first reported a position in IYT in Q1 2024 and held it in 3 quarters. The position peaked at $6.46M in Q1 2025. 174 funds tracked by Wall St. Rank hold IYT as of Q2 2025.

Verity & Verity reported no remaining iShares US Transportation ETF position as of Q2 2025 after selling out during the quarter.
Verity & Verity sold 100,831 iShares US Transportation ETF shares in Q2 2025, an estimated $6.46M.
Verity & Verity first reported a position in iShares US Transportation ETF in Q1 2024 and held it in 3 quarters.
Verity & Verity's iShares US Transportation ETF position peaked at $6.46M in Q1 2025.
174 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2025.

Based on Verity & Verity's 13F filing for Q2 2025, filed 12 Aug 2025.