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

Vermillion 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	$75.5K	Buy	870 +1	+0.1%	+$82	0.02%	487
2026 Q1	$64.8K	Buy	869 +3	+0.3%	+$233	0.03%	181
2025 Q4	$64.5K	Buy	866 +2	+0.2%	+$145	0.03%	177
2025 Q3	$62K	Buy	864 +3	+0.3%	+$212	0.02%	514
2025 Q2	$59K	Buy	861 +2	+0.2%	+$128	0.03%	163
2025 Q1	$55K	Buy	859 +3	+0.4%	+$207	0.02%	492
2024 Q4	$57.9K	Buy	+856	New	+$60.5K	0.03%	167

Other funds holding IYT

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

Harrell Investment Partners Austin, Texas $461M AUM 31.07% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return