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

Meridian 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	$381K	Hold	5,104	–	–	0.01%	589
2025 Q4	$380K	Hold	5,104	–	–	0.01%	560
2025 Q3	$366K	Hold	5,104	–	–	0.01%	543
2025 Q2	$350K	Hold	5,104	–	–	0.01%	528
2025 Q1	$327K	Hold	5,104	–	–	0.02%	504
2024 Q4	$345K	Buy	+5,104	New	+$361K	0.02%	490

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

Meridian Wealth Management's IYT Position: Q1 2026 in Review

Meridian Wealth Management held its iShares US Transportation ETF (IYT) position steady in Q1 2026 at 5,104 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #589.

Meridian Wealth Management first reported a position in IYT in Q4 2024 and has held it in 6 quarters since. 189 funds tracked by Wall St. Rank hold IYT as of Q1 2026.

Meridian Wealth Management held 5,104 shares of iShares US Transportation ETF worth $381K as of Q1 2026.
Meridian Wealth Management left its iShares US Transportation ETF share count unchanged in Q1 2026.
iShares US Transportation ETF made up 0.01% of Meridian Wealth Management's portfolio in Q1 2026, its #589 holding.
Meridian Wealth Management first reported a position in iShares US Transportation ETF in Q4 2024 and has held it in 6 quarters since.
189 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.