Action Point Financial Planning’s iShares US Transportation ETF IYT Stock Holding History

Action Point Financial Planning’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	$2.34K	Buy	+27	New	+$2.21K	﹤0.01%	2186

Other funds holding IYT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Action Point Financial Planning's IYT Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares US Transportation ETF (IYT) in Q2 2026: 27 shares worth $2.34K. The stake represents ﹤0.01% of the portfolio and ranks #2186 among its holdings.

257 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

Action Point Financial Planning held 27 shares of iShares US Transportation ETF worth $2.34K as of Q2 2026.
iShares US Transportation ETF was a new Action Point Financial Planning position in Q2 2026.
iShares US Transportation ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2186 holding.
257 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.