CW
IYT icon

CreativeOne Wealth’s iShares US Transportation ETF IYT Stock Holding History

CreativeOne Wealth’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 		$404K Buy
4,660
+1,300
+39% +$106K 0.01% 875
2026
Q1 		$251K Hold
3,360
– – 0.01% 1049
2025
Q4 		$250K Buy
+3,360
New +$244K 0.01% 1036

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

CreativeOne Wealth's IYT Position: Q2 2026 in Review

CreativeOne Wealth increased its iShares US Transportation ETF (IYT) stake by 39% in Q2 2026, buying an estimated $106K and bringing the position to 4,660 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #875.

CreativeOne Wealth 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.

  • CreativeOne Wealth held 4,660 shares of iShares US Transportation ETF worth $404K as of Q2 2026.
  • CreativeOne Wealth bought 1,300 iShares US Transportation ETF shares in Q2 2026, an estimated $106K.
  • iShares US Transportation ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #875 holding.
  • CreativeOne Wealth 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 CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.