Integrated Wealth Concepts’s iShares US Transportation ETF IYT Stock Holding History

Integrated Wealth Concepts’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	$187K	Buy	+2,154	New	+$176K	﹤0.01%	2378

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

Integrated Wealth Concepts's IYT Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in iShares US Transportation ETF (IYT) in Q2 2026: 2,154 shares worth $187K. The stake represents ﹤0.01% of the portfolio and ranks #2378 among its holdings.

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

Integrated Wealth Concepts held 2,154 shares of iShares US Transportation ETF worth $187K as of Q2 2026.
iShares US Transportation ETF was a new Integrated Wealth Concepts position in Q2 2026.
iShares US Transportation ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2378 holding.
258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.