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

ARS 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
2018
Q1 		– Sell
-30,288
Closed -$1.45M – 120
2017
Q4 		$1.45M Sell
30,288
-1,300
-4% -$58.6K 0.54% 33
2017
Q3 		$1.41M Buy
31,588
+13,088
+71% +$556K 0.55% 37
2017
Q2 		$796K Buy
+18,500
New +$766K 0.32% 52

Other funds holding IYT

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $917M AUM 3.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ARS Wealth Advisors's IYT Position: Q1 2018 in Review

ARS Wealth Advisors sold out of iShares US Transportation ETF (IYT) in Q1 2018, closing a stake of 30,288 shares — an estimated $1.45M sold.

ARS Wealth Advisors first reported a position in IYT in Q2 2017 and held it in 3 quarters. The position peaked at $1.45M in Q4 2017. 135 funds tracked by Wall St. Rank hold IYT as of Q1 2018.

  • ARS Wealth Advisors reported no remaining iShares US Transportation ETF position as of Q1 2018 after selling out during the quarter.
  • ARS Wealth Advisors sold 30,288 iShares US Transportation ETF shares in Q1 2018, an estimated $1.45M.
  • ARS Wealth Advisors first reported a position in iShares US Transportation ETF in Q2 2017 and held it in 3 quarters.
  • ARS Wealth Advisors's iShares US Transportation ETF position peaked at $1.45M in Q4 2017.
  • 135 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2018.

Based on ARS Wealth Advisors's 13F filing for Q1 2018, filed 11 Jun 2021.