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Total Wealth Planning & Management’s iShares US Transportation ETF IYT Stock Holding History

Total Wealth Planning & 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 		$534K Sell
6,150
-64
-1% -$5.24K 0.36% 96
2026
Q1 		$464K Buy
6,214
+1,033
+20% +$80.3K 0.34% 102
2025
Q4 		$386K Buy
+5,181
New +$377K 0.29% 112
2025
Q2 		$436K Hold
6,362
– – 0.35% 102
2025
Q1 		$407K Sell
6,362
-57
-0.9% -$3.93K 0.39% 91
2024
Q4 		$434K Buy
+6,419
New +$454K 0.39% 73

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 22.9% 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

Total Wealth Planning & Management's IYT Position: Q2 2026 in Review

Total Wealth Planning & Management reduced its iShares US Transportation ETF (IYT) stake by 1% in Q2 2026, selling an estimated $5.24K and leaving 6,150 shares worth $534K. The position accounts for 0.36% of the portfolio, ranked #96.

Total Wealth Planning & Management first reported a position in IYT in Q4 2024 and has held it in 6 quarters since. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

  • Total Wealth Planning & Management held 6,150 shares of iShares US Transportation ETF worth $534K as of Q2 2026.
  • Total Wealth Planning & Management sold 64 iShares US Transportation ETF shares in Q2 2026, an estimated $5.24K.
  • iShares US Transportation ETF made up 0.36% of Total Wealth Planning & Management's portfolio in Q2 2026, its #96 holding.
  • Total Wealth Planning & Management first reported a position in iShares US Transportation ETF in Q4 2024 and has held it in 6 quarters since.
  • 258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.