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 Q2	–	Sell	-432	Closed	-$32.2K	–	501
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

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

WealthShield Partners's IYT Position: Q2 2026 in Review

WealthShield Partners sold out of iShares US Transportation ETF (IYT) in Q2 2026, closing a stake of 432 shares — an estimated $32.2K sold.

WealthShield Partners first reported a position in IYT in Q4 2020 and held it in 14 quarters. The position peaked at $5.68M in Q4 2020. 257 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

WealthShield Partners reported no remaining iShares US Transportation ETF position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 432 iShares US Transportation ETF shares in Q2 2026, an estimated $32.2K.
WealthShield Partners first reported a position in iShares US Transportation ETF in Q4 2020 and held it in 14 quarters.
WealthShield Partners's iShares US Transportation ETF position peaked at $5.68M in Q4 2020.
257 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.