West Coast Financial’s iShares US Transportation ETF IYT Stock Holding History

West Coast Financial’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	-5,000	Closed	-$320K	–	79
2025 Q1	$320K	Hold	5,000	–	–	0.04%	135
2024 Q4	$338K	Hold	5,000	–	–	0.04%	127
2024 Q3	$345K	Hold	5,000	–	–	0.04%	135
2024 Q2	$327K	Hold	5,000	–	–	0.04%	128
2024 Q1	$352K	Buy	5,000 +1,000	+25%	+$67.7K	0.04%	122
2023 Q4	$262K	Hold	4,000	–	–	0.03%	143
2023 Q3	$234K	Hold	4,000	–	–	0.03%	137
2023 Q2	$250K	Buy	+4,000	New	+$229K	0.04%	136

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 $445B AUM 25.58% 1-Year Est. Return

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

West Coast Financial's IYT Position: Q2 2025 in Review

West Coast Financial sold out of iShares US Transportation ETF (IYT) in Q2 2025, closing a stake of 5,000 shares — an estimated $320K sold.

West Coast Financial first reported a position in IYT in Q2 2023 and held it in 8 quarters. The position peaked at $352K in Q1 2024. 174 funds tracked by Wall St. Rank hold IYT as of Q2 2025.

West Coast Financial reported no remaining iShares US Transportation ETF position as of Q2 2025 after selling out during the quarter.
West Coast Financial sold 5,000 iShares US Transportation ETF shares in Q2 2025, an estimated $320K.
West Coast Financial first reported a position in iShares US Transportation ETF in Q2 2023 and held it in 8 quarters.
West Coast Financial's iShares US Transportation ETF position peaked at $352K in Q1 2024.
174 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.