Advisornet Financial’s iShares US Transportation ETF IYT Stock Holding History

Advisornet Financial’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
2024 Q4	–	Sell	-88	Closed	-$6.06K	–	2112
2024 Q3	$6.06K	Hold	88	–	–	﹤0.01%	1544
2024 Q2	$5.76K	Hold	88	–	–	﹤0.01%	1436
2024 Q1	$6.2K	Hold	88	–	–	﹤0.01%	1396
2023 Q4	$5.77K	Buy	+88	New	+$5.27K	﹤0.01%	1459
2023 Q3	–	Sell	-352	Closed	-$22K	–	2352
2023 Q2	$22K	Hold	352	–	–	﹤0.01%	1055
2023 Q1	$20.1K	Buy	+352	New	+$20.1K	﹤0.01%	1073
2022 Q2	–	Sell	-128	Closed	-$9K	–	2009
2022 Q1	$9K	Sell	128 -44	-26%	-$2.89K	﹤0.01%	1472
2021 Q4	$12K	Buy	+172	New	+$11.5K	﹤0.01%	1430
2021 Q3	–	Sell	-604	Closed	-$39K	–	1942
2021 Q2	$39K	Hold	604	–	–	﹤0.01%	1059
2021 Q1	$39K	Hold	604	–	–	﹤0.01%	1013
2020 Q4	$33K	Buy	604 +4	+0.7%	+$214	﹤0.01%	999
2020 Q3	$30K	Buy	+600	New	+$28.1K	﹤0.01%	981

Other funds holding IYT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

FFB

First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Advisornet Financial's IYT Position: Q4 2024 in Review

Advisornet Financial sold out of iShares US Transportation ETF (IYT) in Q4 2024, closing a stake of 88 shares — an estimated $6.06K sold.

Advisornet Financial first reported a position in IYT in Q3 2020 and held it in 12 quarters. The position peaked at $39K in Q2 2021. 203 funds tracked by Wall St. Rank hold IYT as of Q4 2024.

Advisornet Financial reported no remaining iShares US Transportation ETF position as of Q4 2024 after selling out during the quarter.
Advisornet Financial sold 88 iShares US Transportation ETF shares in Q4 2024, an estimated $6.06K.
Advisornet Financial first reported a position in iShares US Transportation ETF in Q3 2020 and held it in 12 quarters.
Advisornet Financial's iShares US Transportation ETF position peaked at $39K in Q2 2021.
203 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.