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Concord Wealth Partners’s iShares US Transportation ETF IYT Stock Holding History

Concord Wealth Partners’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 		$8.76K Buy
+101
New +$8.26K ﹤0.01% 589
2026
Q1 		– Sell
-130
Closed -$9.69K – 511
2025
Q4 		$9.69K Buy
+130
New +$9.45K ﹤0.01% 545
2024
Q3 		– Sell
-20
Closed -$1.31K – 986
2024
Q2 		$1.31K Buy
+20
New +$1.31K ﹤0.01% 704

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

Concord Wealth Partners's IYT Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShares US Transportation ETF (IYT) in Q2 2026: 101 shares worth $8.76K. The stake represents ﹤0.01% of the portfolio and ranks #589 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in IYT as recently as Q4 2025.

Concord Wealth Partners first reported a position in IYT in Q2 2024 and has held it in 3 quarters since. The position peaked at $9.69K in Q4 2025. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

  • Concord Wealth Partners held 101 shares of iShares US Transportation ETF worth $8.76K as of Q2 2026.
  • iShares US Transportation ETF was a new Concord Wealth Partners position in Q2 2026.
  • iShares US Transportation ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #589 holding.
  • Concord Wealth Partners first reported a position in iShares US Transportation ETF in Q2 2024 and has held it in 3 quarters since.
  • Concord Wealth Partners's iShares US Transportation ETF position peaked at $9.69K in Q4 2025.
  • 258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.