Wealth Enhancement Advisory Services

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

Davenport & Co Richmond, Virginia $19.6B 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 $481M AUM 34.73% 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

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return