BRWA
IYT icon

B. Riley Wealth Advisors’s iShares US Transportation ETF IYT Stock Holding History

B. Riley Wealth Advisors’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
-1,253
Closed -$294K – 1505
2024
Q1 		$294K Sell
1,253
-3,759
-75% -$254K 0.01% 1046
2023
Q4 		$329K Hold
5,012
– – 0.01% 1012
2023
Q3 		$294K Sell
5,012
-372
-7% -$23.3K 0.01% 1046
2023
Q2 		$336K Buy
5,384
+244
+5% +$14K 0.01% 1058
2023
Q1 		$293K Hold
5,140
– – 0.01% 1076
2022
Q4 		$274K Sell
5,140
-188
-4% -$10.2K 0.01% 1089
2022
Q3 		$262K Sell
5,328
-460
-8% -$26K 0.01% 1088
2022
Q2 		$308K Sell
5,788
-188
-3% -$10.9K 0.01% 869
2022
Q1 		$404K Buy
5,976
+328
+6% +$21.6K 0.01% 864
2021
Q4 		$391K Sell
5,648
-152
-3% -$10.2K 0.01% 942
2021
Q3 		$353K Sell
5,800
-300
-5% -$19K 0.01% 956
2021
Q2 		$397K Sell
6,100
-2,040
-25% -$136K 0.01% 889
2021
Q1 		$525K Buy
8,140
+4,504
+124% +$264K 0.02% 713
2020
Q4 		$201K Sell
3,636
-420
-10% -$22.4K 0.01% 926
2020
Q3 		$203K Buy
+4,056
New +$190K 0.01% 837
2020
Q2 		– Sell
-10,344
Closed -$358K – 882
2020
Q1 		$358K Buy
10,344
+1,800
+21% +$79.1K 0.03% 487
2019
Q4 		$418K Buy
8,544
+4
+0% +$192 0.04% 493
2019
Q3 		$398K Sell
8,540
-1,868
-18% -$87.2K 0.04% 483
2019
Q2 		$490K Buy
+10,408
New +$491K 0.05% 384
2015
Q1 		– Sell
-260
Closed -$10 – 1289
2014
Q4 		$10 Buy
+260
New +$10.2K ﹤0.01% 2871
2014
Q3 		– Sell
-76
Closed -$2.79K – 1284
2014
Q2 		$2.79K Buy
+76
New +$2.67K ﹤0.01% 2176

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
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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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
FFB
First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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

B. Riley Wealth Advisors's IYT Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of iShares US Transportation ETF (IYT) in Q2 2024, closing a stake of 1,253 shares — an estimated $294K sold.

B. Riley Wealth Advisors first reported a position in IYT in Q2 2014 and held it in 21 quarters. The position peaked at $525K in Q1 2021. 188 funds tracked by Wall St. Rank hold IYT as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining iShares US Transportation ETF position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,253 iShares US Transportation ETF shares in Q2 2024, an estimated $294K.
  • B. Riley Wealth Advisors first reported a position in iShares US Transportation ETF in Q2 2014 and held it in 21 quarters.
  • B. Riley Wealth Advisors's iShares US Transportation ETF position peaked at $525K in Q1 2021.
  • 188 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.