WFA of San Diego’s iShares US Transportation ETF IYT Stock Holding History

WFA of San Diego’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	$74.6K	Hold	1,000	–	–	0.06%	152
2025 Q4	$74.5K	Hold	1,000	–	–	0.05%	159
2025 Q3	$71.7K	Hold	1,000	–	–	0.05%	166
2025 Q2	$68.5K	Buy	+1,000	New	+$63.8K	0.05%	172

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

WFA of San Diego's IYT Position: Q1 2026 in Review

WFA of San Diego held its iShares US Transportation ETF (IYT) position steady in Q1 2026 at 1,000 shares worth $74.6K. The position accounts for 0.06% of the portfolio, ranked #152.

WFA of San Diego first reported a position in IYT in Q2 2025 and has held it in 4 quarters since. 189 funds tracked by Wall St. Rank hold IYT as of Q1 2026.

WFA of San Diego held 1,000 shares of iShares US Transportation ETF worth $74.6K as of Q1 2026.
WFA of San Diego left its iShares US Transportation ETF share count unchanged in Q1 2026.
iShares US Transportation ETF made up 0.06% of WFA of San Diego's portfolio in Q1 2026, its #152 holding.
WFA of San Diego first reported a position in iShares US Transportation ETF in Q2 2025 and has held it in 4 quarters since.
189 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.