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Wealthspire Advisors (New York)’s iShares US Transportation ETF IYT Stock Holding History

Wealthspire Advisors (New York)’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 		$251K Buy
+2,893
New +$237K ﹤0.01% 1063
2025
Q4 		– Sell
-332
Closed -$23.8K – 1975
2025
Q3 		$23.8K Buy
+332
New +$23.4K ﹤0.01% 1591

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WA
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LPL Financial
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SFG
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Victory Capital Management
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FFB
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GF
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Wealthspire Advisors (New York)'s IYT Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in iShares US Transportation ETF (IYT) in Q2 2026: 2,893 shares worth $251K. The stake represents ﹤0.01% of the portfolio and ranks #1063 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in IYT as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in IYT in Q3 2025 and has held it in 2 quarters since. 156 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

  • Wealthspire Advisors (New York) held 2,893 shares of iShares US Transportation ETF worth $251K as of Q2 2026.
  • iShares US Transportation ETF was a new Wealthspire Advisors (New York) position in Q2 2026.
  • iShares US Transportation ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1063 holding.
  • Wealthspire Advisors (New York) first reported a position in iShares US Transportation ETF in Q3 2025 and has held it in 2 quarters since.
  • 156 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.