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AE Wealth Management’s iShares US Transportation ETF IYT Stock Holding History

AE Wealth Management’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 		$14.7K Buy
169
+89
+111% +$7.28K ﹤0.01% 2319
2026
Q1 		$5.97K Hold
80
– – ﹤0.01% 2350
2025
Q4 		$5.95K Hold
80
– – ﹤0.01% 2205
2025
Q3 		$5.72K Sell
80
-277
-78% -$19.5K ﹤0.01% 2059
2025
Q2 		$24.4K Buy
357
+307
+614% +$19.6K ﹤0.01% 1728
2025
Q1 		$3.17K Sell
50
-55
-52% -$3.79K ﹤0.01% 1985
2024
Q4 		$7.13K Buy
+105
New +$7.42K ﹤0.01% 1877
2024
Q1 		– Sell
-36,036
Closed -$2.37M – 1587
2023
Q4 		$2.37M Sell
36,036
-3,396
-9% -$203K 0.01% 847
2023
Q3 		$2.3M Buy
39,432
+6,688
+20% +$418K 0.01% 806
2023
Q2 		$2.05M Sell
32,744
-1,536
-4% -$88.1K 0.01% 839
2023
Q1 		$1.95M Sell
34,280
-1,464
-4% -$83.7K 0.01% 812
2022
Q4 		$1.91M Sell
35,744
-2,704
-7% -$146K 0.01% 769
2022
Q3 		$1.89M Sell
38,448
-948
-2% -$53.6K 0.02% 719
2022
Q2 		$2.1M Sell
39,396
-9,836
-20% -$572K 0.02% 656
2022
Q1 		$3.32M Buy
49,232
+15,860
+48% +$1.04M 0.02% 558
2021
Q4 		$2.31M Buy
33,372
+21,804
+188% +$1.46M 0.02% 654
2021
Q3 		$703K Sell
11,568
-39,620
-77% -$2.51M 0.01% 1004
2021
Q2 		$3.33M Buy
51,188
+21,092
+70% +$1.41M 0.03% 476
2021
Q1 		$1.94M Sell
30,096
-3,680
-11% -$216K 0.02% 570
2020
Q4 		$1.86M Buy
33,776
+4,608
+16% +$246K 0.02% 515
2020
Q3 		$1.45M Buy
29,168
+20,576
+239% +$962K 0.02% 521
2020
Q2 		$349K Buy
+8,592
New +$326K 0.01% 978

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

AE Wealth Management's IYT Position: Q2 2026 in Review

AE Wealth Management increased its iShares US Transportation ETF (IYT) stake by 111% in Q2 2026, buying an estimated $7.28K and bringing the position to 169 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2319.

AE Wealth Management first reported a position in IYT in Q2 2020 and has held it in 22 quarters since. The position peaked at $3.33M in Q2 2021. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

  • AE Wealth Management held 169 shares of iShares US Transportation ETF worth $14.7K as of Q2 2026.
  • AE Wealth Management bought 89 iShares US Transportation ETF shares in Q2 2026, an estimated $7.28K.
  • iShares US Transportation ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2319 holding.
  • AE Wealth Management first reported a position in iShares US Transportation ETF in Q2 2020 and has held it in 22 quarters since.
  • AE Wealth Management's iShares US Transportation ETF position peaked at $3.33M in Q2 2021.
  • 258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.