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 Q2	–	Sell	-184	Closed	-$13.7K	–	1665
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	–	609
2020 Q1	$11K	Buy	+324	New	+$14.2K	﹤0.01%	607
2019 Q4	–	Sell	-324	Closed	-$15K	–	516
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

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

Golden State Wealth Management's IYT Position: Q2 2026 in Review

Golden State Wealth Management sold out of iShares US Transportation ETF (IYT) in Q2 2026, closing a stake of 184 shares — an estimated $13.7K sold.

Golden State Wealth Management first reported a position in IYT in Q1 2019 and held it in 9 quarters. The position peaked at $1.61M in Q1 2022. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

Golden State Wealth Management reported no remaining iShares US Transportation ETF position as of Q2 2026 after selling out during the quarter.
Golden State Wealth Management sold 184 iShares US Transportation ETF shares in Q2 2026, an estimated $13.7K.
Golden State Wealth Management first reported a position in iShares US Transportation ETF in Q1 2019 and held it in 9 quarters.
Golden State Wealth Management's iShares US Transportation ETF position peaked at $1.61M in Q1 2022.
258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.