iShares U.S. Transportation ETF rated buy on growth from key holdings' restructuring and partnerships

The iShares U.S. Transportation ETF (IYT) is rated a buy due to transformative restructuring and strategic partnerships in its top holdings, including Union Pacific, Uber, and FedEx. These companies are driving growth through initiatives like a major rail merger, autonomous taxi collaborations, and operational changes. Despite past underperformance, IYT's focus on fundamentals and low fees position it for better returns compared to peers. Risks include fuel price sensitivity and economic shifts, but innovative moves support a potential turnaround.