EWA
IYT icon

EverSource Wealth Advisors’s iShares US Transportation ETF IYT Stock Holding History

EverSource Wealth Advisors’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 		$17.4K Hold
200
– – ﹤0.01% 2545
2026
Q1 		$14.9K Hold
200
– – ﹤0.01% 2682
2025
Q4 		$14.9K Hold
200
– – ﹤0.01% 2574
2025
Q3 		$14.3K Sell
200
-100
-33% -$7.05K ﹤0.01% 2596
2025
Q2 		$20.6K Hold
300
– – ﹤0.01% 2265
2025
Q1 		$19.2K Buy
+300
New +$20.7K ﹤0.01% 1705

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 22.9% 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

EverSource Wealth Advisors's IYT Position: Q2 2026 in Review

EverSource Wealth Advisors held its iShares US Transportation ETF (IYT) position steady in Q2 2026 at 200 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2545.

EverSource Wealth Advisors first reported a position in IYT in Q1 2025 and has held it in 6 quarters since. The position peaked at $20.6K in Q2 2025. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

  • EverSource Wealth Advisors held 200 shares of iShares US Transportation ETF worth $17.4K as of Q2 2026.
  • EverSource Wealth Advisors left its iShares US Transportation ETF share count unchanged in Q2 2026.
  • iShares US Transportation ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2545 holding.
  • EverSource Wealth Advisors first reported a position in iShares US Transportation ETF in Q1 2025 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's iShares US Transportation ETF position peaked at $20.6K in Q2 2025.
  • 258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.