WealthShield Partners’s iShares US Transportation ETF IYT Stock Holding History

WealthShield Partners’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	$32.2K	Hold	432	–	–	﹤0.01%	475
2025 Q4	$32.2K	Hold	432	–	–	﹤0.01%	458
2025 Q3	$31K	Hold	432	–	–	﹤0.01%	460
2025 Q2	$29.6K	Hold	432	–	–	﹤0.01%	450
2025 Q1	$27.7K	Hold	432	–	–	﹤0.01%	442
2024 Q4	$29.2K	Sell	432 -280	-39%	-$19.8K	﹤0.01%	404
2024 Q3	$49.1K	Hold	712	–	–	0.01%	388
2024 Q2	$46.6K	Hold	712	–	–	0.01%	359
2024 Q1	$50.1K	Hold	712	–	–	0.01%	351
2023 Q4	$46.7K	Hold	712	–	–	0.01%	365
2023 Q3	$41.8K	Hold	712	–	–	0.01%	379
2023 Q2	$44.5K	Hold	712	–	–	0.01%	386
2023 Q1	$40.6K	Buy	+712	New	+$40.7K	0.01%	387
2021 Q1	–	Sell	-103,084	Closed	-$5.68M	–	1162
2020 Q4	$5.68M	Buy	+103,084	New	+$5.5M	1.05%	29

Other funds holding IYT

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WealthShield Partners's IYT Position: Q1 2026 in Review

WealthShield Partners held its iShares US Transportation ETF (IYT) position steady in Q1 2026 at 432 shares worth $32.2K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

WealthShield Partners first reported a position in IYT in Q4 2020 and has held it in 14 quarters since. The position peaked at $5.68M in Q4 2020. 189 funds tracked by Wall St. Rank hold IYT as of Q1 2026.

WealthShield Partners held 432 shares of iShares US Transportation ETF worth $32.2K as of Q1 2026.
WealthShield Partners left its iShares US Transportation ETF share count unchanged in Q1 2026.
iShares US Transportation ETF made up ﹤0.01% of WealthShield Partners's portfolio in Q1 2026, its #475 holding.
WealthShield Partners first reported a position in iShares US Transportation ETF in Q4 2020 and has held it in 14 quarters since.
WealthShield Partners's iShares US Transportation ETF position peaked at $5.68M in Q4 2020.
189 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.