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New Wave Wealth Advisors’s iShares US Transportation ETF IYT Stock Holding History

New Wave Wealth Advisors’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 		$2.09M Buy
+24,080
New +$1.97M 0.57% 44

Other funds holding IYT

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CWA
Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

New Wave Wealth Advisors's IYT Position: Q2 2026 in Review

New Wave Wealth Advisors opened a new position in iShares US Transportation ETF (IYT) in Q2 2026: 24,080 shares worth $2.09M. The stake represents 0.57% of the portfolio and ranks #44 among its holdings.

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

  • New Wave Wealth Advisors held 24,080 shares of iShares US Transportation ETF worth $2.09M as of Q2 2026.
  • iShares US Transportation ETF was a new New Wave Wealth Advisors position in Q2 2026.
  • iShares US Transportation ETF made up 0.57% of New Wave Wealth Advisors's portfolio in Q2 2026, its #44 holding.
  • 51 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.