Atlas Capital Advisors’s iShares US Transportation ETF IYT Stock Holding History

Atlas Capital 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 Q3	–	Sell	-112	Closed	-$7.33K	–	936
2024 Q2	$7.33K	Hold	112	–	–	﹤0.01%	758
2024 Q1	$7.88K	Hold	112	–	–	﹤0.01%	736
2023 Q4	$7.35K	Hold	112	–	–	﹤0.01%	769
2023 Q3	$6.54K	Hold	112	–	–	﹤0.01%	746
2023 Q2	$6.99K	Hold	112	–	–	﹤0.01%	766
2023 Q1	$6.38K	Hold	112	–	–	﹤0.01%	778
2022 Q4	$5.98K	Hold	112	–	–	﹤0.01%	772
2022 Q3	$5.5K	Sell	112 -112	-50%	-$6.33K	﹤0.01%	767
2022 Q2	$11.9K	Hold	224	–	–	﹤0.01%	740
2022 Q1	$15.1K	Hold	224	–	–	﹤0.01%	661
2021 Q4	$15.5K	Hold	224	–	–	﹤0.01%	666
2021 Q3	$13.6K	Hold	224	–	–	﹤0.01%	680
2021 Q2	$14.6K	Hold	224	–	–	﹤0.01%	687
2021 Q1	$14.4K	Sell	224 -600	-73%	-$35.2K	﹤0.01%	632
2020 Q4	$45.4K	Buy	+824	New	+$44K	0.01%	473
2020 Q3	–	Sell	-724	Closed	-$29.4K	–	447
2020 Q2	$29.4K	Hold	724	–	–	0.01%	520
2020 Q1	$25K	Buy	+724	New	+$31.8K	0.01%	499

Other funds holding IYT

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

First Financial Bankshares Abilene, Texas $5.34B AUM 28.75% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Atlas Capital Advisors's IYT Position: Q3 2024 in Review

Atlas Capital Advisors sold out of iShares US Transportation ETF (IYT) in Q3 2024, closing a stake of 112 shares — an estimated $7.33K sold.

Atlas Capital Advisors first reported a position in IYT in Q1 2020 and held it in 17 quarters. The position peaked at $45.4K in Q4 2020. 177 funds tracked by Wall St. Rank hold IYT as of Q3 2024.

Atlas Capital Advisors reported no remaining iShares US Transportation ETF position as of Q3 2024 after selling out during the quarter.
Atlas Capital Advisors sold 112 iShares US Transportation ETF shares in Q3 2024, an estimated $7.33K.
Atlas Capital Advisors first reported a position in iShares US Transportation ETF in Q1 2020 and held it in 17 quarters.
Atlas Capital Advisors's iShares US Transportation ETF position peaked at $45.4K in Q4 2020.
177 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2024.

Based on Atlas Capital Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.