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Atria Wealth Solutions’s iShares US Transportation ETF IYT Stock Holding History

Atria Wealth Solutions’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
2023
Q1 		– Sell
-12,732
Closed -$680K – 1912
2022
Q4 		$680K Sell
12,732
-3,340
-21% -$180K 0.01% 940
2022
Q3 		$790K Sell
16,072
-112
-0.7% -$6.33K 0.01% 809
2022
Q2 		$861K Sell
16,184
-32
-0.2% -$1.86K 0.02% 754
2022
Q1 		$1.09M Buy
+16,216
New +$1.07M 0.02% 697

Other funds holding IYT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Atria Wealth Solutions's IYT Position: Q1 2023 in Review

Atria Wealth Solutions sold out of iShares US Transportation ETF (IYT) in Q1 2023, closing a stake of 12,732 shares — an estimated $680K sold.

Atria Wealth Solutions first reported a position in IYT in Q1 2022 and held it in 4 quarters. The position peaked at $1.09M in Q1 2022. 175 funds tracked by Wall St. Rank hold IYT as of Q1 2023.

  • Atria Wealth Solutions reported no remaining iShares US Transportation ETF position as of Q1 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 12,732 iShares US Transportation ETF shares in Q1 2023, an estimated $680K.
  • Atria Wealth Solutions first reported a position in iShares US Transportation ETF in Q1 2022 and held it in 4 quarters.
  • Atria Wealth Solutions's iShares US Transportation ETF position peaked at $1.09M in Q1 2022.
  • 175 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2023.

Based on Atria Wealth Solutions's 13F filing for Q1 2023, filed 10 May 2023.