Capital Wealth Planning’s iShares US Transportation ETF IYT Stock Holding History

Capital Wealth 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	$456K	Buy	5,255 +1,590	+43%	+$130K	﹤0.01%	139
2026 Q1	$273K	Buy	+3,665	New	+$285K	﹤0.01%	144
2022 Q3	–	Sell	-18,948	Closed	-$1.01M	–	88
2022 Q2	$1.01M	Sell	18,948 -20,392	-52%	-$1.19M	0.02%	50
2022 Q1	$2.65M	Buy	39,340 +19,968	+103%	+$1.31M	0.05%	33
2021 Q4	$1.34M	Buy	+19,372	New	+$1.29M	0.03%	42

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

Capital Wealth Planning's IYT Position: Q2 2026 in Review

Capital Wealth Planning increased its iShares US Transportation ETF (IYT) stake by 43% in Q2 2026, buying an estimated $130K and bringing the position to 5,255 shares worth $456K. The position accounts for ﹤0.01% of the portfolio, ranked #139.

Capital Wealth Planning first reported a position in IYT in Q4 2021 and has held it in 5 quarters since. The position peaked at $2.65M in Q1 2022. 257 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

Capital Wealth Planning held 5,255 shares of iShares US Transportation ETF worth $456K as of Q2 2026.
Capital Wealth Planning bought 1,590 iShares US Transportation ETF shares in Q2 2026, an estimated $130K.
iShares US Transportation ETF made up ﹤0.01% of Capital Wealth Planning's portfolio in Q2 2026, its #139 holding.
Capital Wealth Planning first reported a position in iShares US Transportation ETF in Q4 2021 and has held it in 5 quarters since.
Capital Wealth Planning's iShares US Transportation ETF position peaked at $2.65M in Q1 2022.
257 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.