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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
Q2 		$43.4K Hold
500
– – ﹤0.01% 646
2026
Q1 		$37.3K Buy
+500
New +$38.9K ﹤0.01% 671

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 22.96% 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

Cassaday & Co Wealth Management's IYT Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its iShares US Transportation ETF (IYT) position steady in Q2 2026 at 500 shares worth $43.4K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Cassaday & Co Wealth Management first reported a position in IYT in Q1 2026 and has held it in 2 quarters since. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

  • Cassaday & Co Wealth Management held 500 shares of iShares US Transportation ETF worth $43.4K as of Q2 2026.
  • Cassaday & Co Wealth Management left its iShares US Transportation ETF share count unchanged in Q2 2026.
  • iShares US Transportation ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #646 holding.
  • Cassaday & Co Wealth Management first reported a position in iShares US Transportation ETF in Q1 2026 and has held it in 2 quarters since.
  • 258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.