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Amplius Wealth Advisors’s iShares US Transportation ETF IYT Stock Holding History

Amplius Wealth Advisors’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
Q1 		– Sell
-692
Closed -$47K – 542
2021
Q4 		$47K Buy
+692
New +$46.2K 0.01% 341

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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Hershey Trust Company
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

Amplius Wealth Advisors's IYT Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of iShares US Transportation ETF (IYT) in Q1 2022, closing a stake of 692 shares — an estimated $47K sold.

Amplius Wealth Advisors first reported a position in IYT in Q4 2021 and held it in 1 quarter. The position peaked at $47K in Q4 2021. 230 funds tracked by Wall St. Rank hold IYT as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining iShares US Transportation ETF position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 692 iShares US Transportation ETF shares in Q1 2022, an estimated $47K.
  • Amplius Wealth Advisors first reported a position in iShares US Transportation ETF in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's iShares US Transportation ETF position peaked at $47K in Q4 2021.
  • 230 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.