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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
Q2 		$16.7K Sell
193
-768
-80% -$62.8K ﹤0.01% 790
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

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

Strategic Wealth Partners's IYT Position: Q2 2026 in Review

Strategic Wealth Partners reduced its iShares US Transportation ETF (IYT) stake by 80% in Q2 2026, selling an estimated $62.8K and leaving 193 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #790.

Strategic Wealth Partners first reported a position in IYT in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.58M in Q4 2024. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

  • Strategic Wealth Partners held 193 shares of iShares US Transportation ETF worth $16.7K as of Q2 2026.
  • Strategic Wealth Partners sold 768 iShares US Transportation ETF shares in Q2 2026, an estimated $62.8K.
  • iShares US Transportation ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #790 holding.
  • Strategic Wealth Partners first reported a position in iShares US Transportation ETF in Q4 2024 and has held it in 6 quarters since.
  • Strategic Wealth Partners's iShares US Transportation ETF position peaked at $6.58M in Q4 2024.
  • 258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.