Cassaday & Co Wealth Management’s iShares US Transportation ETF IYT Stock Holding History

Cassaday & Co 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 Q1	$37.3K	Buy	+500	New	+$38.9K	﹤0.01%	671

Other funds holding IYT

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

FFB

First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cassaday & Co Wealth Management's IYT Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in iShares US Transportation ETF (IYT) in Q1 2026: 500 shares worth $37.3K. The stake represents ﹤0.01% of the portfolio and ranks #671 among its holdings.

189 funds tracked by Wall St. Rank hold IYT as of Q1 2026.

Cassaday & Co Wealth Management held 500 shares of iShares US Transportation ETF worth $37.3K as of Q1 2026.
iShares US Transportation ETF was a new Cassaday & Co Wealth Management position in Q1 2026.
iShares US Transportation ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #671 holding.
189 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.