Wealth Enhancement Advisory Services’s iShares US Transportation ETF IYT Stock Holding History

Wealth Enhancement Advisory Services’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	$1.14M	Buy	12,923 +500	+4%	+$40.9K	﹤0.01%	1982
2026 Q1	$935K	Buy	12,423 +6,486	+109%	+$504K	﹤0.01%	1852
2025 Q4	$462K	Buy	5,937 +644	+12%	+$46.8K	﹤0.01%	2539
2025 Q3	$381K	Sell	5,293 -105	-2%	-$7.4K	﹤0.01%	2584
2025 Q2	$381K	Buy	5,398 +5	+0.1%	+$319	﹤0.01%	2435
2025 Q1	$345K	Buy	5,393 +1,346	+33%	+$92.8K	﹤0.01%	2334
2024 Q4	$273K	Buy	+4,047	New	+$286K	﹤0.01%	2454

Other funds holding IYT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealth Enhancement Advisory Services's IYT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares US Transportation ETF (IYT) stake by 4% in Q2 2026, buying an estimated $40.9K and bringing the position to 12,923 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1982.

Wealth Enhancement Advisory Services first reported a position in IYT in Q4 2024 and has held it in 7 quarters since. 257 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

Wealth Enhancement Advisory Services held 12,923 shares of iShares US Transportation ETF worth $1.14M as of Q2 2026.
Wealth Enhancement Advisory Services bought 500 iShares US Transportation ETF shares in Q2 2026, an estimated $40.9K.
iShares US Transportation ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1982 holding.
Wealth Enhancement Advisory Services first reported a position in iShares US Transportation ETF in Q4 2024 and has held it in 7 quarters since.
257 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.