Guardian Wealth Advisors (North Carolina)’s iShares US Transportation ETF IYT Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$5.97K	Buy	+80	New	+$6.22K	﹤0.01%	562
2025 Q3	–	Sell	-80	Closed	-$5.48K	–	461
2025 Q2	$5.48K	Hold	80	–	–	﹤0.01%	505
2025 Q1	$5.12K	Hold	80	–	–	﹤0.01%	483
2024 Q4	$5.41K	Hold	80	–	–	﹤0.01%	463
2024 Q3	$5.51K	Hold	80	–	–	﹤0.01%	405
2024 Q2	$5.23K	Hold	80	–	–	﹤0.01%	387
2024 Q1	$5.63K	Hold	80	–	–	﹤0.01%	400
2023 Q4	$5.25K	Hold	80	–	–	﹤0.01%	395
2023 Q3	$4.7K	Hold	80	–	–	﹤0.01%	378
2023 Q2	$5K	Hold	80	–	–	﹤0.01%	363
2023 Q1	$4.56K	Hold	80	–	–	﹤0.01%	362
2022 Q4	$4.27K	Hold	80	–	–	﹤0.01%	335
2022 Q3	$4K	Hold	80	–	–	﹤0.01%	311
2022 Q2	$4K	Hold	80	–	–	﹤0.01%	320
2022 Q1	$5K	Hold	80	–	–	﹤0.01%	227
2021 Q4	$6K	Buy	+80	New	+$5.35K	﹤0.01%	217

Other funds holding IYT

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

FFB

First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s IYT Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in iShares US Transportation ETF (IYT) in Q1 2026: 80 shares worth $5.97K. The stake represents ﹤0.01% of the portfolio and ranks #562 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in IYT as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in IYT in Q4 2021 and has held it in 16 quarters since. The position peaked at $6K in Q4 2021. 189 funds tracked by Wall St. Rank hold IYT as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 80 shares of iShares US Transportation ETF worth $5.97K as of Q1 2026.
iShares US Transportation ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
iShares US Transportation ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #562 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares US Transportation ETF in Q4 2021 and has held it in 16 quarters since.
Guardian Wealth Advisors (North Carolina)'s iShares US Transportation ETF position peaked at $6K in Q4 2021.
189 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.