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

AllSquare 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
Q3 		– Sell
-400
Closed -$26K – 494
2021
Q2 		$26K Buy
400
+240
+150% +$16K 0.02% 301
2021
Q1 		$10K Buy
+160
New +$9.39K 0.01% 385

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AllSquare Wealth Management's IYT Position: Q3 2021 in Review

AllSquare Wealth Management sold out of iShares US Transportation ETF (IYT) in Q3 2021, closing a stake of 400 shares — an estimated $26K sold.

AllSquare Wealth Management first reported a position in IYT in Q1 2021 and held it in 2 quarters. The position peaked at $26K in Q2 2021. 209 funds tracked by Wall St. Rank hold IYT as of Q3 2021.

  • AllSquare Wealth Management reported no remaining iShares US Transportation ETF position as of Q3 2021 after selling out during the quarter.
  • AllSquare Wealth Management sold 400 iShares US Transportation ETF shares in Q3 2021, an estimated $26K.
  • AllSquare Wealth Management first reported a position in iShares US Transportation ETF in Q1 2021 and held it in 2 quarters.
  • AllSquare Wealth Management's iShares US Transportation ETF position peaked at $26K in Q2 2021.
  • 209 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2021.

Based on AllSquare Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.