GeoWealth Management’s iShares US Transportation ETF IYT Stock Holding History

GeoWealth 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	$752K	Buy	+8,674	New	+$710K	0.02%	393

Other funds holding IYT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

GeoWealth Management's IYT Position: Q2 2026 in Review

GeoWealth Management opened a new position in iShares US Transportation ETF (IYT) in Q2 2026: 8,674 shares worth $752K. The stake represents 0.02% of the portfolio and ranks #393 among its holdings.

258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

GeoWealth Management held 8,674 shares of iShares US Transportation ETF worth $752K as of Q2 2026.
iShares US Transportation ETF was a new GeoWealth Management position in Q2 2026.
iShares US Transportation ETF made up 0.02% of GeoWealth Management's portfolio in Q2 2026, its #393 holding.
258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.