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

Spire 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 		$221K Sell
2,542
-98
-4% -$8.02K 0.01% 753
2026
Q1 		$197K Buy
2,640
+4
+0.2% +$311 0.01% 777
2025
Q4 		$196K Buy
2,636
+3
+0.1% +$218 0.01% 800
2025
Q3 		$189K Buy
2,633
+173
+7% +$12.2K 0.01% 794
2025
Q2 		$169K Buy
2,460
+103
+4% +$6.57K 0.01% 810
2025
Q1 		$151K Buy
2,357
+4
+0.2% +$276 ﹤0.01% 896
2024
Q4 		$159K Buy
2,353
+3
+0.1% +$212 ﹤0.01% 886
2024
Q3 		$162K Buy
2,350
+3
+0.1% +$198 0.01% 784
2024
Q2 		$154K Sell
2,347
-64
-3% -$4.2K 0.01% 783
2024
Q1 		$170K Buy
2,411
+7
+0.3% +$474 ﹤0.01% 818
2023
Q4 		$156K Buy
2,404
+8
+0.3% +$479 0.01% 835
2023
Q3 		$140K Buy
2,396
+2,204
+1,148% +$138K 0.01% 825
2023
Q2 		$12K Sell
192
-472
-71% -$27.1K ﹤0.01% 1750
2023
Q1 		$37.8K Buy
664
+528
+388% +$30.2K ﹤0.01% 1323
2022
Q4 		$7K Sell
136
-2,488
-95% -$134K ﹤0.01% 1736
2022
Q3 		$129K Sell
2,624
-500
-16% -$28.3K 0.01% 630
2022
Q2 		$166K Buy
3,124
+2,852
+1,049% +$166K 0.01% 830
2022
Q1 		$18K Sell
272
-12,588
-98% -$828K ﹤0.01% 1850
2021
Q4 		$889K Buy
12,860
+12,176
+1,780% +$814K 0.02% 501
2021
Q3 		$42K Buy
684
+60
+10% +$3.79K ﹤0.01% 1548
2021
Q2 		$41K Sell
624
-77,160
-99% -$5.16M ﹤0.01% 1566
2021
Q1 		$5M Buy
+77,784
New +$4.56M 0.13% 160

Other funds holding IYT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Spire Wealth Management reduced its iShares US Transportation ETF (IYT) stake by 3.7% in Q2 2026, selling an estimated $8.02K and leaving 2,542 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #753.

Spire Wealth Management first reported a position in IYT in Q1 2021 and has held it in 22 quarters since. The position peaked at $5M in Q1 2021. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

  • Spire Wealth Management held 2,542 shares of iShares US Transportation ETF worth $221K as of Q2 2026.
  • Spire Wealth Management sold 98 iShares US Transportation ETF shares in Q2 2026, an estimated $8.02K.
  • iShares US Transportation ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #753 holding.
  • Spire Wealth Management first reported a position in iShares US Transportation ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares US Transportation ETF position peaked at $5M in Q1 2021.
  • 258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.