Aspire Private Capital’s iShares US Transportation ETF IYT Stock Holding History

Aspire Private Capital’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
2019 Q3	–	Sell	-12	Closed	-$1K	–	509
2019 Q2	$1K	Sell	12 -440	-97%	-$20.8K	﹤0.01%	452
2019 Q1	$21K	Buy	452 +28	+7%	+$1.27K	0.01%	277
2018 Q4	$17K	Buy	+424	New	+$19.6K	0.01%	272

Other funds holding IYT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Aspire Private Capital's IYT Position: Q3 2019 in Review

Aspire Private Capital sold out of iShares US Transportation ETF (IYT) in Q3 2019, closing a stake of 12 shares — an estimated $1K sold.

Aspire Private Capital first reported a position in IYT in Q4 2018 and held it in 3 quarters. The position peaked at $21K in Q1 2019. 129 funds tracked by Wall St. Rank hold IYT as of Q3 2019.

Aspire Private Capital reported no remaining iShares US Transportation ETF position as of Q3 2019 after selling out during the quarter.
Aspire Private Capital sold 12 iShares US Transportation ETF shares in Q3 2019, an estimated $1K.
Aspire Private Capital first reported a position in iShares US Transportation ETF in Q4 2018 and held it in 3 quarters.
Aspire Private Capital's iShares US Transportation ETF position peaked at $21K in Q1 2019.
129 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2019.

Based on Aspire Private Capital's 13F filing for Q3 2019, filed 12 Nov 2019.