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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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. 241 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.
241 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.