Beck Capital Management’s iShares US Transportation ETF IYT Stock Holding History

Beck Capital 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
2022 Q2	–	Sell	-3,736	Closed	-$252K	–	136
2022 Q1	$252K	Sell	3,736 -352	-9%	-$23.1K	0.08%	147
2021 Q4	$282K	Buy	4,088 +144	+4%	+$9.62K	0.09%	129
2021 Q3	$240K	Sell	3,944 -1,100	-22%	-$69.6K	0.08%	131
2021 Q2	$328K	Buy	5,044 +1,000	+25%	+$66.8K	0.11%	123
2021 Q1	$260K	Buy	+4,044	New	+$237K	0.1%	104
2018 Q4	–	Sell	-72,952	Closed	-$3.73M	–	86
2018 Q3	$3.73M	Buy	+72,952	New	+$3.65M	1.6%	27

Other funds holding IYT

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Beck Capital Management's IYT Position: Q2 2022 in Review

Beck Capital Management sold out of iShares US Transportation ETF (IYT) in Q2 2022, closing a stake of 3,736 shares — an estimated $252K sold.

Beck Capital Management first reported a position in IYT in Q3 2018 and held it in 6 quarters. The position peaked at $3.73M in Q3 2018. 195 funds tracked by Wall St. Rank hold IYT as of Q2 2022.

Beck Capital Management reported no remaining iShares US Transportation ETF position as of Q2 2022 after selling out during the quarter.
Beck Capital Management sold 3,736 iShares US Transportation ETF shares in Q2 2022, an estimated $252K.
Beck Capital Management first reported a position in iShares US Transportation ETF in Q3 2018 and held it in 6 quarters.
Beck Capital Management's iShares US Transportation ETF position peaked at $3.73M in Q3 2018.
195 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2022.

Based on Beck Capital Management's 13F filing for Q2 2022, filed 12 Aug 2022.