GSWM
IYT icon

Golden State Wealth Management’s iShares US Transportation ETF IYT Stock Holding History

Golden State Wealth 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
Q1 		$13.7K Buy
+184
New +$14.3K ﹤0.01% 1010
2022
Q1 		$1.61M Buy
23,892
+16,388
+218% +$1.08M 0.32% 64
2021
Q4 		$519K Hold
7,504
– – 0.09% 199
2021
Q3 		$456K Buy
7,504
+792
+12% +$50.1K 0.1% 177
2021
Q2 		$436K Buy
+6,712
New +$448K 0.1% 183
2020
Q2 		– Sell
-324
Closed -$11K – 569
2020
Q1 		$11K Buy
+324
New +$14.2K ﹤0.01% 607
2019
Q4 		– Sell
-324
Closed -$15K – 517
2019
Q3 		$15K Hold
324
– – ﹤0.01% 669
2019
Q2 		$15K Hold
324
– – ﹤0.01% 668
2019
Q1 		$15K Buy
+324
New +$14.7K 0.01% 686

Other funds holding IYT

MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
FFB
First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return