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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
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

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

Total Wealth Planning & Management's IYT Position: Q1 2026 in Review

Total Wealth Planning & Management increased its iShares US Transportation ETF (IYT) stake by 20% in Q1 2026, buying an estimated $80.3K and bringing the position to 6,214 shares worth $464K. The position accounts for 0.34% of the portfolio, ranked #102.

Total Wealth Planning & Management first reported a position in IYT in Q4 2024 and has held it in 5 quarters since. 189 funds tracked by Wall St. Rank hold IYT as of Q1 2026.

  • Total Wealth Planning & Management held 6,214 shares of iShares US Transportation ETF worth $464K as of Q1 2026.
  • Total Wealth Planning & Management bought 1,033 iShares US Transportation ETF shares in Q1 2026, an estimated $80.3K.
  • iShares US Transportation ETF made up 0.34% of Total Wealth Planning & Management's portfolio in Q1 2026, its #102 holding.
  • Total Wealth Planning & Management first reported a position in iShares US Transportation ETF in Q4 2024 and has held it in 5 quarters since.
  • 189 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.