Bogart Wealth LLC’s iShares US Transportation ETF IYT Stock Holding History

Bogart Wealth LLC’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	$5.01K	Hold	58	–	–	﹤0.01%	1202
2026 Q1	$4.3K	Buy	58 +1	+2%	+$78	﹤0.01%	1103
2025 Q4	$4.28K	Hold	57	–	–	﹤0.01%	1036
2025 Q3	$4.12K	Hold	57	–	–	﹤0.01%	1014
2025 Q2	$3.92K	Hold	57	–	–	﹤0.01%	989
2025 Q1	$3.65K	Hold	57	–	–	﹤0.01%	962
2024 Q4	$3.84K	Hold	57	–	–	﹤0.01%	948
2024 Q3	$3.91K	Buy	57 +15	+36%	+$988	﹤0.01%	877
2024 Q2	$2.72K	Buy	42 +1	+2%	+$66	﹤0.01%	884
2024 Q1	$2.92K	Buy	41 +1	+3%	+$68	﹤0.01%	858
2023 Q4	$2.71K	Hold	40	–	–	﹤0.01%	859
2023 Q3	$2.4K	Hold	40	–	–	﹤0.01%	854
2023 Q2	$2.56K	Hold	40	–	–	﹤0.01%	851
2023 Q1	$2.33K	Hold	40	–	–	﹤0.01%	884
2022 Q4	$2.18K	Hold	40	–	–	﹤0.01%	781
2022 Q3	$2K	Hold	40	–	–	﹤0.01%	822
2022 Q2	$2K	Hold	40	–	–	﹤0.01%	772
2022 Q1	$3K	Hold	40	–	–	﹤0.01%	634
2021 Q4	$3K	Buy	40 +20	+100%	+$1.34K	﹤0.01%	617
2021 Q3	$1K	Hold	20	–	–	﹤0.01%	687
2021 Q2	$1K	Hold	20	–	–	﹤0.01%	646
2021 Q1	$1K	Hold	20	–	–	﹤0.01%	595
2020 Q4	$1K	Buy	+20	New	+$1.07K	﹤0.01%	436

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 22.9% 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

Bogart Wealth LLC's IYT Position: Q2 2026 in Review

Bogart Wealth LLC held its iShares US Transportation ETF (IYT) position steady in Q2 2026 at 58 shares worth $5.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1202.

Bogart Wealth LLC first reported a position in IYT in Q4 2020 and has held it in 23 quarters since. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

Bogart Wealth LLC held 58 shares of iShares US Transportation ETF worth $5.01K as of Q2 2026.
Bogart Wealth LLC left its iShares US Transportation ETF share count unchanged in Q2 2026.
iShares US Transportation ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1202 holding.
Bogart Wealth LLC first reported a position in iShares US Transportation ETF in Q4 2020 and has held it in 23 quarters since.
258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.