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Axxcess Wealth Management’s iShares US Transportation ETF IYT Stock Holding History

Axxcess Wealth Management’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
Q2 		– Sell
-3,703
Closed -$261K – 904
2024
Q1 		$261K Buy
+3,703
New +$251K 0.01% 710

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FFB
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Bank of America
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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Axxcess Wealth Management's IYT Position: Q2 2024 in Review

Axxcess Wealth Management sold out of iShares US Transportation ETF (IYT) in Q2 2024, closing a stake of 3,703 shares — an estimated $261K sold.

Axxcess Wealth Management first reported a position in IYT in Q1 2024 and held it in 1 quarter. The position peaked at $261K in Q1 2024. 188 funds tracked by Wall St. Rank hold IYT as of Q2 2024.

  • Axxcess Wealth Management reported no remaining iShares US Transportation ETF position as of Q2 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 3,703 iShares US Transportation ETF shares in Q2 2024, an estimated $261K.
  • Axxcess Wealth Management first reported a position in iShares US Transportation ETF in Q1 2024 and held it in 1 quarter.
  • Axxcess Wealth Management's iShares US Transportation ETF position peaked at $261K in Q1 2024.
  • 188 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2024.

Based on Axxcess Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.