Barnes Pettey Financial Advisors’s iShares US Transportation ETF IYT Stock Holding History

Barnes Pettey Financial 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
2022 Q4	–	Sell	-4,532	Closed	-$223K	–	104
2022 Q3	$223K	Buy	+4,532	New	+$256K	0.3%	79
2022 Q2	–	Sell	-3,692	Closed	-$249K	–	93
2022 Q1	$249K	Buy	+3,692	New	+$243K	0.3%	78

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Barnes Pettey Financial Advisors's IYT Position: Q4 2022 in Review

Barnes Pettey Financial Advisors sold out of iShares US Transportation ETF (IYT) in Q4 2022, closing a stake of 4,532 shares — an estimated $223K sold.

Barnes Pettey Financial Advisors first reported a position in IYT in Q1 2022 and held it in 2 quarters. The position peaked at $249K in Q1 2022. 191 funds tracked by Wall St. Rank hold IYT as of Q4 2022.

Barnes Pettey Financial Advisors reported no remaining iShares US Transportation ETF position as of Q4 2022 after selling out during the quarter.
Barnes Pettey Financial Advisors sold 4,532 iShares US Transportation ETF shares in Q4 2022, an estimated $223K.
Barnes Pettey Financial Advisors first reported a position in iShares US Transportation ETF in Q1 2022 and held it in 2 quarters.
Barnes Pettey Financial Advisors's iShares US Transportation ETF position peaked at $249K in Q1 2022.
191 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2022.

Based on Barnes Pettey Financial Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.