Atria Investments’s iShares US Transportation ETF IYT Stock Holding History

Atria Investments’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 Q4	–	Sell	-9,135	Closed	-$629K	–	1918
2024 Q3	$629K	Buy	9,135 +136	+2%	+$8.96K	0.01%	1218
2024 Q2	$589K	Buy	+8,999	New	+$591K	0.01%	1221
2022 Q1	–	Sell	-16,276	Closed	-$1.13M	–	904
2021 Q4	$1.13M	Buy	+16,276	New	+$1.09M	0.02%	786
2021 Q3	–	Sell	-29,072	Closed	-$1.89M	–	808
2021 Q2	$1.89M	Buy	29,072 +24	+0.1%	+$1.6K	0.04%	525
2021 Q1	$1.87M	Buy	29,048 +3,476	+14%	+$204K	0.04%	474
2020 Q4	$1.41M	Buy	25,572 +12	+0%	+$641	0.03%	544
2020 Q3	$1.27M	Buy	+25,560	New	+$1.2M	0.04%	484
2018 Q1	–	Sell	-6,984	Closed	-$335K	–	895
2017 Q4	$335K	Buy	+6,984	New	+$315K	0.02%	605

Other funds holding IYT

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

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

FFB

First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Atria Investments's IYT Position: Q4 2024 in Review

Atria Investments sold out of iShares US Transportation ETF (IYT) in Q4 2024, closing a stake of 9,135 shares — an estimated $629K sold.

Atria Investments first reported a position in IYT in Q4 2017 and held it in 8 quarters. The position peaked at $1.89M in Q2 2021. 203 funds tracked by Wall St. Rank hold IYT as of Q4 2024.

Atria Investments reported no remaining iShares US Transportation ETF position as of Q4 2024 after selling out during the quarter.
Atria Investments sold 9,135 iShares US Transportation ETF shares in Q4 2024, an estimated $629K.
Atria Investments first reported a position in iShares US Transportation ETF in Q4 2017 and held it in 8 quarters.
Atria Investments's iShares US Transportation ETF position peaked at $1.89M in Q2 2021.
203 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2024.

Based on Atria Investments's 13F filing for Q4 2024, filed 6 Feb 2025.