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Copia Wealth Management’s iShares US Transportation ETF IYT Stock Holding History

Copia 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 		$22.7K Sell
262
-25
-9% -$2.05K 0.01% 274
2026
Q1 		$21.4K Buy
287
+109
+61% +$8.47K 0.01% 266
2025
Q4 		$13.3K Buy
+178
New +$12.9K 0.01% 299

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

Copia Wealth Management's IYT Position: Q2 2026 in Review

Copia Wealth Management reduced its iShares US Transportation ETF (IYT) stake by 8.7% in Q2 2026, selling an estimated $2.05K and leaving 262 shares worth $22.7K. The position accounts for 0.01% of the portfolio, ranked #274.

Copia Wealth Management first reported a position in IYT in Q4 2025 and has held it in 3 quarters since. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

  • Copia Wealth Management held 262 shares of iShares US Transportation ETF worth $22.7K as of Q2 2026.
  • Copia Wealth Management sold 25 iShares US Transportation ETF shares in Q2 2026, an estimated $2.05K.
  • iShares US Transportation ETF made up 0.01% of Copia Wealth Management's portfolio in Q2 2026, its #274 holding.
  • Copia Wealth Management first reported a position in iShares US Transportation ETF in Q4 2025 and has held it in 3 quarters since.
  • 258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.