Ancora Advisors’s iShares US Transportation ETF IYT Stock Holding History

Ancora 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
2024 Q4	–	Sell	-448	Closed	-$30.9K	–	1848
2024 Q3	$30.9K	Hold	448	–	–	﹤0.01%	1103
2024 Q2	$29.3K	Hold	448	–	–	﹤0.01%	1079
2024 Q1	$31.5K	Hold	448	–	–	﹤0.01%	1092
2023 Q4	$29.4K	Hold	448	–	–	﹤0.01%	1081
2023 Q3	$26.2K	Hold	448	–	–	﹤0.01%	1086
2023 Q2	$28K	Hold	448	–	–	﹤0.01%	1050
2023 Q1	$25.5K	Hold	448	–	–	﹤0.01%	1073
2022 Q4	$24K	Sell	448 -800	-64%	-$43.2K	﹤0.01%	1131
2022 Q3	$61K	Hold	1,248	–	–	﹤0.01%	1026
2022 Q2	$66K	Hold	1,248	–	–	﹤0.01%	1087
2022 Q1	$84K	Sell	1,248 -24	-2%	-$1.58K	﹤0.01%	1086
2021 Q4	$88K	Buy	1,272 +800	+169%	+$53.5K	﹤0.01%	1076
2021 Q3	$29K	Buy	472 +448	+1,867%	+$28.3K	﹤0.01%	1361
2021 Q2	$2K	Hold	24	–	–	﹤0.01%	1825
2021 Q1	$2K	Hold	24	–	–	﹤0.01%	1637
2020 Q4	$1K	Hold	24	–	–	﹤0.01%	1417
2020 Q3	$1K	Hold	24	–	–	﹤0.01%	1359
2020 Q2	$1K	Sell	24 -4,400	-99%	-$167K	﹤0.01%	1307
2020 Q1	$153K	Buy	4,424 +4,400	+18,333%	+$193K	0.01%	694
2019 Q4	$1K	Buy	+24	New	+$1.15K	﹤0.01%	1337
2018 Q4	–	Sell	-848	Closed	-$43K	–	926
2018 Q3	$43K	Buy	+848	New	+$42.4K	﹤0.01%	923

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

Ancora Advisors's IYT Position: Q4 2024 in Review

Ancora Advisors sold out of iShares US Transportation ETF (IYT) in Q4 2024, closing a stake of 448 shares — an estimated $30.9K sold.

Ancora Advisors first reported a position in IYT in Q3 2018 and held it in 21 quarters. The position peaked at $153K in Q1 2020. 203 funds tracked by Wall St. Rank hold IYT as of Q4 2024.

Ancora Advisors reported no remaining iShares US Transportation ETF position as of Q4 2024 after selling out during the quarter.
Ancora Advisors sold 448 iShares US Transportation ETF shares in Q4 2024, an estimated $30.9K.
Ancora Advisors first reported a position in iShares US Transportation ETF in Q3 2018 and held it in 21 quarters.
Ancora Advisors's iShares US Transportation ETF position peaked at $153K in Q1 2020.
203 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2024.

Based on Ancora Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.