Ayalon Insurance Company’s iShares US Transportation ETF IYT Stock Holding History

Ayalon Insurance Company’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 Q4	–	Sell	-700	Closed	-$41K	–	82
2023 Q3	$41K	Hold	700	–	–	0.02%	79
2023 Q2	$44K	Hold	700	–	–	0.02%	80
2023 Q1	$40K	Hold	700	–	–	0.02%	86
2022 Q4	$37K	Hold	700	–	–	0.02%	92
2022 Q3	$34K	Hold	700	–	–	0.02%	94
2022 Q2	$37K	Sell	700 -38,900	-98%	-$2.26M	0.02%	88
2022 Q1	$2.67M	Hold	39,600	–	–	0.91%	28
2021 Q4	$2.74M	Hold	39,600	–	–	0.94%	31
2021 Q3	$2.46M	Hold	39,600	–	–	0.89%	33
2021 Q2	$2.61M	Buy	39,600 +720	+2%	+$48.1K	0.87%	34
2021 Q1	$2.52M	Buy	38,880 +160	+0.4%	+$9.39K	0.99%	31
2020 Q4	$2.13M	Buy	+38,720	New	+$2.07M	0.97%	29
2019 Q1	–	Sell	-31,800	Closed	-$1.31M	–	107
2018 Q4	$1.31M	Sell	31,800 -2,800	-8%	-$129K	1.06%	27
2018 Q3	$1.75M	Buy	+34,600	New	+$1.73M	1.4%	20
2016 Q4	$3.14M	Hold	77,080	–	–	2.64%	11
2016 Q3	$2.8M	Hold	77,080	–	–	2.38%	12
2016 Q2	$2.61M	Hold	77,080	–	–	2.2%	12
2016 Q1	$2.73M	Sell	77,080 -1,280	-2%	-$41.8K	2.29%	10
2015 Q4	$2.64M	Hold	78,360	–	–	2.22%	12
2015 Q3	$2.86M	Buy	78,360 +40,000	+104%	+$1.45M	2.38%	12
2015 Q2	$1.39M	Hold	38,360	–	–	1%	19
2015 Q1	$1.5M	Buy	+38,360	New	+$1.54M	0.92%	21

Other funds holding IYT

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Ayalon Insurance Company's IYT Position: Q4 2023 in Review

Ayalon Insurance Company sold out of iShares US Transportation ETF (IYT) in Q4 2023, closing a stake of 700 shares — an estimated $41K sold.

Ayalon Insurance Company first reported a position in IYT in Q1 2015 and held it in 22 quarters. The position peaked at $3.14M in Q4 2016. 198 funds tracked by Wall St. Rank hold IYT as of Q4 2023.

Ayalon Insurance Company reported no remaining iShares US Transportation ETF position as of Q4 2023 after selling out during the quarter.
Ayalon Insurance Company sold 700 iShares US Transportation ETF shares in Q4 2023, an estimated $41K.
Ayalon Insurance Company first reported a position in iShares US Transportation ETF in Q1 2015 and held it in 22 quarters.
Ayalon Insurance Company's iShares US Transportation ETF position peaked at $3.14M in Q4 2016.
198 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2023.

Based on Ayalon Insurance Company's 13F filing for Q4 2023, filed 16 Jan 2024.