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

Accel 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
2021
Q4 		– Sell
-400
Closed -$24K – 936
2021
Q3 		$24K Sell
400
-1,552
-80% -$98.1K 0.02% 465
2021
Q2 		$127K Buy
+1,952
New +$130K 0.08% 203

Other funds holding IYT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Accel Wealth Management's IYT Position: Q4 2021 in Review

Accel Wealth Management sold out of iShares US Transportation ETF (IYT) in Q4 2021, closing a stake of 400 shares — an estimated $24K sold.

Accel Wealth Management first reported a position in IYT in Q2 2021 and held it in 2 quarters. The position peaked at $127K in Q2 2021. 240 funds tracked by Wall St. Rank hold IYT as of Q4 2021.

  • Accel Wealth Management reported no remaining iShares US Transportation ETF position as of Q4 2021 after selling out during the quarter.
  • Accel Wealth Management sold 400 iShares US Transportation ETF shares in Q4 2021, an estimated $24K.
  • Accel Wealth Management first reported a position in iShares US Transportation ETF in Q2 2021 and held it in 2 quarters.
  • Accel Wealth Management's iShares US Transportation ETF position peaked at $127K in Q2 2021.
  • 240 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2021.

Based on Accel Wealth Management's 13F filing for Q4 2021, filed 18 Jan 2022.