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Strategic Wealth Partners’s iShares US Transportation ETF IYT Stock Holding History

Strategic Wealth Partners’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 		$71.7K Sell
961
-1,276
-57% -$99.2K 0.01% 451
2025
Q4 		$167K Sell
2,237
-2,877
-56% -$209K 0.01% 336
2025
Q3 		$367K Sell
5,114
-89,876
-95% -$6.34M 0.03% 257
2025
Q2 		$6.51M Buy
+94,990
New +$6.06M 0.51% 65
2024
Q4 		$6.58M Buy
+91,130
New +$6.44M 0.54% 67

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 $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $206B 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 $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Strategic Wealth Partners's IYT Position: Q1 2026 in Review

Strategic Wealth Partners reduced its iShares US Transportation ETF (IYT) stake by 57% in Q1 2026, selling an estimated $99.2K and leaving 961 shares worth $71.7K. The position accounts for 0.01% of the portfolio, ranked #451.

Strategic Wealth Partners first reported a position in IYT in Q4 2024 and has held it in 5 quarters since. The position peaked at $6.58M in Q4 2024. 189 funds tracked by Wall St. Rank hold IYT as of Q1 2026.

  • Strategic Wealth Partners held 961 shares of iShares US Transportation ETF worth $71.7K as of Q1 2026.
  • Strategic Wealth Partners sold 1,276 iShares US Transportation ETF shares in Q1 2026, an estimated $99.2K.
  • iShares US Transportation ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #451 holding.
  • Strategic Wealth Partners first reported a position in iShares US Transportation ETF in Q4 2024 and has held it in 5 quarters since.
  • Strategic Wealth Partners's iShares US Transportation ETF position peaked at $6.58M in Q4 2024.
  • 189 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.