Arkadios Wealth Advisors
IYT icon

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

Arkadios 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
2021
Q4 		– Sell
-1,188
Closed -$72K – 1193
2021
Q3 		$72K Buy
1,188
+4
+0.3% +$253 0.01% 772
2021
Q2 		$77K Buy
1,184
+180
+18% +$12K 0.01% 801
2021
Q1 		$64K Buy
1,004
+4
+0.4% +$235 0.01% 629
2020
Q4 		$55K Hold
1,000
– – 0.01% 538
2020
Q3 		$52.5K Buy
+1,000
New +$46.8K 0.03% 399

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Arkadios Wealth Advisors's IYT Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of iShares US Transportation ETF (IYT) in Q4 2021, closing a stake of 1,188 shares — an estimated $72K sold.

Arkadios Wealth Advisors first reported a position in IYT in Q3 2020 and held it in 5 quarters. The position peaked at $77K in Q2 2021. 240 funds tracked by Wall St. Rank hold IYT as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining iShares US Transportation ETF position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 1,188 iShares US Transportation ETF shares in Q4 2021, an estimated $72K.
  • Arkadios Wealth Advisors first reported a position in iShares US Transportation ETF in Q3 2020 and held it in 5 quarters.
  • Arkadios Wealth Advisors's iShares US Transportation ETF position peaked at $77K in Q2 2021.
  • 240 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.