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Western Wealth Management’s iShares US Transportation ETF IYT Stock Holding History

Western Wealth Management’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
-3,526
Closed -$263K – 1034
2026
Q1 		$263K Buy
+3,526
New +$274K 0.01% 839
2022
Q2 		– Sell
-3,820
Closed -$258K – 820
2022
Q1 		$258K Buy
+3,820
New +$251K 0.01% 723

Other funds holding IYT

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Western Wealth Management's IYT Position: Q2 2026 in Review

Western Wealth Management sold out of iShares US Transportation ETF (IYT) in Q2 2026, closing a stake of 3,526 shares — an estimated $263K sold.

Western Wealth Management first reported a position in IYT in Q1 2022 and held it in 2 quarters. The position peaked at $263K in Q1 2026. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

  • Western Wealth Management reported no remaining iShares US Transportation ETF position as of Q2 2026 after selling out during the quarter.
  • Western Wealth Management sold 3,526 iShares US Transportation ETF shares in Q2 2026, an estimated $263K.
  • Western Wealth Management first reported a position in iShares US Transportation ETF in Q1 2022 and held it in 2 quarters.
  • Western Wealth Management's iShares US Transportation ETF position peaked at $263K in Q1 2026.
  • 258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.