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 Q3	$240K	Buy	3,058 +8	+0.3%	+$682	0.02%	382
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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Quadcap Wealth Management's IYT Position: Q3 2026 in Review

Quadcap Wealth Management increased its iShares US Transportation ETF (IYT) stake by 0.26% in Q3 2026, buying an estimated $682 and bringing the position to 3,058 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #382.

Quadcap Wealth Management first reported a position in IYT in Q4 2023 and has held it in 12 quarters since. The position peaked at $273K in Q1 2024. 124 funds tracked by Wall St. Rank hold IYT as of Q3 2026.

Quadcap Wealth Management held 3,058 shares of iShares US Transportation ETF worth $240K as of Q3 2026.
Quadcap Wealth Management bought 8 iShares US Transportation ETF shares in Q3 2026, an estimated $682.
iShares US Transportation ETF made up 0.02% of Quadcap Wealth Management's portfolio in Q3 2026, its #382 holding.
Quadcap Wealth Management first reported a position in iShares US Transportation ETF in Q4 2023 and has held it in 12 quarters since.
Quadcap Wealth Management's iShares US Transportation ETF position peaked at $273K in Q1 2024.
124 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2026.

Based on Quadcap Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.