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

Advocacy Wealth Management Services’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
2022
Q3 		– Sell
-72
Closed -$4K – 140
2022
Q2 		$4K Sell
72
-404
-85% -$23.5K ﹤0.01% 113
2022
Q1 		$31K Sell
476
-144,652
-100% -$9.51M 0.01% 72
2021
Q4 		$10M Buy
145,128
+8,140
+6% +$544K 1.68% 9
2021
Q3 		$8.33M Buy
136,988
+9,268
+7% +$586K 1.5% 11
2021
Q2 		$8.3M Buy
127,720
+63,716
+100% +$4.26M 1.54% 10
2021
Q1 		$4.15M Buy
+64,004
New +$3.76M 0.83% 20

Other funds holding IYT

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Advocacy Wealth Management Services's IYT Position: Q3 2022 in Review

Advocacy Wealth Management Services sold out of iShares US Transportation ETF (IYT) in Q3 2022, closing a stake of 72 shares — an estimated $4K sold.

Advocacy Wealth Management Services first reported a position in IYT in Q1 2021 and held it in 6 quarters. The position peaked at $10M in Q4 2021. 174 funds tracked by Wall St. Rank hold IYT as of Q3 2022.

  • Advocacy Wealth Management Services reported no remaining iShares US Transportation ETF position as of Q3 2022 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 72 iShares US Transportation ETF shares in Q3 2022, an estimated $4K.
  • Advocacy Wealth Management Services first reported a position in iShares US Transportation ETF in Q1 2021 and held it in 6 quarters.
  • Advocacy Wealth Management Services's iShares US Transportation ETF position peaked at $10M in Q4 2021.
  • 174 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2022, filed 6 Oct 2022.