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Waverly Advisors’s iShares US Transportation ETF IYT Stock Holding History

Waverly 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
2026
Q2 		$1.02M Buy
11,715
+5,658
+93% +$463K 0.01% 891
2026
Q1 		$452K Sell
6,057
-89
-1% -$6.92K ﹤0.01% 1129
2025
Q4 		$458K Sell
6,146
-279
-4% -$20.3K ﹤0.01% 1046
2025
Q3 		$461K Sell
6,425
-219
-3% -$15.4K ﹤0.01% 878
2025
Q2 		$455K Sell
6,644
-199
-3% -$12.7K 0.01% 828
2025
Q1 		$438K Sell
6,843
-798
-10% -$55K 0.01% 814
2024
Q4 		$516K Sell
7,641
-567
-7% -$40.1K 0.01% 678
2024
Q3 		$566K Sell
8,208
-180
-2% -$11.9K 0.01% 557
2024
Q2 		$549K Sell
8,388
-450
-5% -$29.6K 0.01% 561
2024
Q1 		$622K Buy
+8,838
New +$598K 0.01% 439
2015
Q1 		– Sell
-696
Closed -$29K – 389
2014
Q4 		$29K Hold
696
– – 0.01% 174
2014
Q3 		$26K Buy
696
+304
+78% +$11.4K 0.01% 296
2014
Q2 		$14K Buy
+392
New +$13.8K 0.01% 388

Other funds holding IYT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Waverly Advisors's IYT Position: Q2 2026 in Review

Waverly Advisors increased its iShares US Transportation ETF (IYT) stake by 93% in Q2 2026, buying an estimated $463K and bringing the position to 11,715 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #891.

Waverly Advisors first reported a position in IYT in Q2 2014 and has held it in 13 quarters since. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

  • Waverly Advisors held 11,715 shares of iShares US Transportation ETF worth $1.02M as of Q2 2026.
  • Waverly Advisors bought 5,658 iShares US Transportation ETF shares in Q2 2026, an estimated $463K.
  • iShares US Transportation ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #891 holding.
  • Waverly Advisors first reported a position in iShares US Transportation ETF in Q2 2014 and has held it in 13 quarters since.
  • 258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.