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Atom Investors’s iShares US Transportation ETF IYT Stock Holding History

Atom Investors’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
Q1 		– Sell
-3,140
Closed -$206K – 628
2023
Q4 		$206K Buy
+3,140
New +$188K 0.04% 405

Other funds holding IYT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return

Atom Investors's IYT Position: Q1 2024 in Review

Atom Investors sold out of iShares US Transportation ETF (IYT) in Q1 2024, closing a stake of 3,140 shares — an estimated $206K sold.

Atom Investors first reported a position in IYT in Q4 2023 and held it in 1 quarter. The position peaked at $206K in Q4 2023. 210 funds tracked by Wall St. Rank hold IYT as of Q1 2024.

  • Atom Investors reported no remaining iShares US Transportation ETF position as of Q1 2024 after selling out during the quarter.
  • Atom Investors sold 3,140 iShares US Transportation ETF shares in Q1 2024, an estimated $206K.
  • Atom Investors first reported a position in iShares US Transportation ETF in Q4 2023 and held it in 1 quarter.
  • Atom Investors's iShares US Transportation ETF position peaked at $206K in Q4 2023.
  • 210 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2024.

Based on Atom Investors's 13F filing for Q1 2024, filed 15 May 2024.