Vima LLC
IYT icon

Vima LLC’s iShares US Transportation ETF IYT Stock Holding History

Vima LLC’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
2026
Q3 		$105K Sell
1,335
-72
-5% -$6.13K 0.11% 113
2026
Q2 		$122K Buy
+1,407
New +$115K 0.12% 107
2024
Q2 		– Sell
-364
Closed -$83.1K – 211
2024
Q1 		$83.1K Sell
364
-812
-69% -$55K 0.1% 73
2023
Q4 		$77.1K Buy
+1,176
New +$70.5K 0.18% 88

Other funds holding IYT

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
McGuire Investment Group
McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Clarus Wealth Advisors
Clarus Wealth Advisors Peoria, Arizona $275M AUM 18.32% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Vima LLC's IYT Position: Q3 2026 in Review

Vima LLC reduced its iShares US Transportation ETF (IYT) stake by 5.1% in Q3 2026, selling an estimated $6.13K and leaving 1,335 shares worth $105K. The position accounts for 0.11% of the portfolio, ranked #113.

Vima LLC first reported a position in IYT in Q4 2023 and has held it in 4 quarters since. The position peaked at $122K in Q2 2026. 78 funds tracked by Wall St. Rank hold IYT as of Q3 2026.

  • Vima LLC held 1,335 shares of iShares US Transportation ETF worth $105K as of Q3 2026.
  • Vima LLC sold 72 iShares US Transportation ETF shares in Q3 2026, an estimated $6.13K.
  • iShares US Transportation ETF made up 0.11% of Vima LLC's portfolio in Q3 2026, its #113 holding.
  • Vima LLC first reported a position in iShares US Transportation ETF in Q4 2023 and has held it in 4 quarters since.
  • Vima LLC's iShares US Transportation ETF position peaked at $122K in Q2 2026.
  • 78 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2026.

Based on Vima LLC's 13F filing for Q3 2026, filed 23 Oct 2026.