EWS
IYT icon

Evergreen Wealth Solutions’s iShares US Transportation ETF IYT Stock Holding History

Evergreen Wealth Solutions’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 		$285K Sell
3,233
-866
-21% -$70.9K 0.01% 432
2026
Q1 		$306K Buy
+4,099
New +$319K 0.02% 326

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

Evergreen Wealth Solutions's IYT Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its iShares US Transportation ETF (IYT) stake by 21% in Q2 2026, selling an estimated $70.9K and leaving 3,233 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #432.

Evergreen Wealth Solutions first reported a position in IYT in Q1 2026 and has held it in 2 quarters since. The position peaked at $306K in Q1 2026. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

  • Evergreen Wealth Solutions held 3,233 shares of iShares US Transportation ETF worth $285K as of Q2 2026.
  • Evergreen Wealth Solutions sold 866 iShares US Transportation ETF shares in Q2 2026, an estimated $70.9K.
  • iShares US Transportation ETF made up 0.01% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #432 holding.
  • Evergreen Wealth Solutions first reported a position in iShares US Transportation ETF in Q1 2026 and has held it in 2 quarters since.
  • Evergreen Wealth Solutions's iShares US Transportation ETF position peaked at $306K in Q1 2026.
  • 258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.