WestEnd Advisors
IYT icon

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

WestEnd 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
Q3 		$117M Buy
1,486,240
+102,545
+7% +$8.74M 2.57% 16
2026
Q2 		$120M Buy
+1,383,695
New +$113M 2.68% 13

Other funds holding IYT

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 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
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return

WestEnd Advisors's IYT Position: Q3 2026 in Review

WestEnd Advisors increased its iShares US Transportation ETF (IYT) stake by 7.4% in Q3 2026, buying an estimated $8.74M and bringing the position to 1,486,240 shares worth $117M. The position accounts for 2.57% of the portfolio, ranked #16.

WestEnd Advisors first reported a position in IYT in Q2 2026 and has held it in 2 quarters since. The position peaked at $120M in Q2 2026. 128 funds tracked by Wall St. Rank hold IYT as of Q3 2026.

  • WestEnd Advisors held 1,486,240 shares of iShares US Transportation ETF worth $117M as of Q3 2026.
  • WestEnd Advisors bought 102,545 iShares US Transportation ETF shares in Q3 2026, an estimated $8.74M.
  • iShares US Transportation ETF made up 2.57% of WestEnd Advisors's portfolio in Q3 2026, its #16 holding.
  • WestEnd Advisors first reported a position in iShares US Transportation ETF in Q2 2026 and has held it in 2 quarters since.
  • WestEnd Advisors's iShares US Transportation ETF position peaked at $120M in Q2 2026.
  • 128 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2026.

Based on WestEnd Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.