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

SHP 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 		$14.6K Hold
168
– – ﹤0.01% 862
2026
Q1 		$12.5K Hold
168
– – ﹤0.01% 843
2025
Q4 		$12.5K Buy
+168
New +$12.2K ﹤0.01% 780

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Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
FFB
First Financial Bankshares Abilene, Texas $5.34B AUM 28.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GF
Gimbal Financial Carmel, Indiana $163M AUM

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

SHP Wealth Management held its iShares US Transportation ETF (IYT) position steady in Q2 2026 at 168 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

SHP Wealth Management first reported a position in IYT in Q4 2025 and has held it in 3 quarters since. 149 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

  • SHP Wealth Management held 168 shares of iShares US Transportation ETF worth $14.6K as of Q2 2026.
  • SHP Wealth Management left its iShares US Transportation ETF share count unchanged in Q2 2026.
  • iShares US Transportation ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #862 holding.
  • SHP Wealth Management first reported a position in iShares US Transportation ETF in Q4 2025 and has held it in 3 quarters since.
  • 149 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.