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 Q2	$265K	Buy	3,050 +6	+0.2%	+$491	0.03%	363
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

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

Quadcap Wealth Management's IYT Position: Q2 2026 in Review

Quadcap Wealth Management increased its iShares US Transportation ETF (IYT) stake by 0.2% in Q2 2026, buying an estimated $491 and bringing the position to 3,050 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #363.

Quadcap Wealth Management first reported a position in IYT in Q4 2023 and has held it in 11 quarters since. The position peaked at $273K in Q1 2024. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

Quadcap Wealth Management held 3,050 shares of iShares US Transportation ETF worth $265K as of Q2 2026.
Quadcap Wealth Management bought 6 iShares US Transportation ETF shares in Q2 2026, an estimated $491.
iShares US Transportation ETF made up 0.03% of Quadcap Wealth Management's portfolio in Q2 2026, its #363 holding.
Quadcap Wealth Management first reported a position in iShares US Transportation ETF in Q4 2023 and has held it in 11 quarters since.
Quadcap Wealth Management's iShares US Transportation ETF position peaked at $273K in Q1 2024.
258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Quadcap Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.