QWM
IYT icon

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

Quadcap 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 		$227K Buy
3,044
+2
+0.1% +$155 0.03% 357
2025
Q4 		$227K Hold
3,042
– – 0.03% 359
2025
Q3 		$218K Sell
3,042
-74
-2% -$5.22K 0.03% 373
2025
Q2 		$214K Sell
3,116
-537
-15% -$34.3K 0.03% 364
2025
Q1 		$234K Buy
3,653
+1
+0% +$69 0.03% 343
2024
Q4 		$247K Hold
3,652
– – 0.04% 333
2024
Q3 		$252K Sell
3,652
-226
-6% -$14.9K 0.04% 331
2024
Q2 		$254K Buy
3,878
+1
+0% +$66 0.05% 330
2024
Q1 		$273K Buy
3,877
+1
+0% +$68 0.06% 280
2023
Q4 		$254K Buy
+3,876
New +$232K 0.07% 281

Other funds holding IYT

MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
FFB
First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return