Capital Directions Investment Advisors’s iShares US Transportation ETF IYT Stock Holding History

Capital Directions Investment 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	$17.1K	Buy	+320	New	+$17.3K	0.01%	186
2022 Q3	–	Sell	-320	Closed	-$18.1K	–	171
2022 Q2	$17K	Hold	320	–	–	0.01%	189
2022 Q1	$22K	Buy	+320	New	+$21K	0.01%	193
2021 Q4	–	Sell	-320	Closed	-$19K	–	140
2021 Q3	$19K	Hold	320	–	–	0.01%	200
2021 Q2	$21K	Buy	+320	New	+$21.4K	0.01%	166
2021 Q1	–	Sell	-320	Closed	-$18K	–	272
2020 Q4	$18K	Hold	320	–	–	0.01%	157
2020 Q3	$16K	Hold	320	–	–	0.01%	165
2020 Q2	$13K	Hold	320	–	–	0.01%	179
2020 Q1	$11K	Hold	320	–	–	﹤0.01%	200
2019 Q4	$16K	Hold	320	–	–	0.01%	203
2019 Q3	$15K	Buy	+320	New	+$14.9K	0.01%	201

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

Capital Directions Investment Advisors's IYT Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in iShares US Transportation ETF (IYT) in Q4 2022: 320 shares worth $17.1K. The stake represents 0.01% of the portfolio and ranks #186 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in IYT as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in IYT in Q3 2019 and has held it in 11 quarters since. The position peaked at $22K in Q1 2022. 191 funds tracked by Wall St. Rank hold IYT as of Q4 2022.

Capital Directions Investment Advisors held 320 shares of iShares US Transportation ETF worth $17.1K as of Q4 2022.
iShares US Transportation ETF was a new Capital Directions Investment Advisors position in Q4 2022.
iShares US Transportation ETF made up 0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #186 holding.
Capital Directions Investment Advisors first reported a position in iShares US Transportation ETF in Q3 2019 and has held it in 11 quarters since.
Capital Directions Investment Advisors's iShares US Transportation ETF position peaked at $22K in Q1 2022.
191 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.