Elevate Wealth Advisory’s iShares US Transportation ETF IYT Stock Holding History

Elevate Wealth Advisory’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	$75	Buy	+1	New	+$78	﹤0.01%	125

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

Elevate Wealth Advisory's IYT Position: Q1 2026 in Review

Elevate Wealth Advisory opened a new position in iShares US Transportation ETF (IYT) in Q1 2026: 1 share worth $75. The stake represents ﹤0.01% of the portfolio and ranks #125 among its holdings.

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

Elevate Wealth Advisory held 1 share of iShares US Transportation ETF worth $75 as of Q1 2026.
iShares US Transportation ETF was a new Elevate Wealth Advisory position in Q1 2026.
iShares US Transportation ETF made up ﹤0.01% of Elevate Wealth Advisory's portfolio in Q1 2026, its #125 holding.
189 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.