Carolinas Wealth Consulting’s iShares US Transportation ETF IYT Stock Holding History

Carolinas Wealth Consulting’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 Q1	–	Sell	-2,800	Closed	-$184K	–	1107
2023 Q4	$184K	Hold	2,800	–	–	0.04%	170
2023 Q3	$152K	Hold	2,800	–	–	0.04%	175
2023 Q2	$175K	Hold	2,800	–	–	0.03%	182
2023 Q1	$159K	Hold	2,800	–	–	0.03%	197
2022 Q4	$149K	Buy	+2,800	New	+$151K	0.03%	204

Other funds holding IYT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

QAM

Q3 Asset Management Birmingham, Michigan $546M AUM 24.97% 1-Year Est. Return

Carolinas Wealth Consulting's IYT Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of iShares US Transportation ETF (IYT) in Q1 2024, closing a stake of 2,800 shares — an estimated $184K sold.

Carolinas Wealth Consulting first reported a position in IYT in Q4 2022 and held it in 5 quarters. The position peaked at $184K in Q4 2023. 210 funds tracked by Wall St. Rank hold IYT as of Q1 2024.

Carolinas Wealth Consulting reported no remaining iShares US Transportation ETF position as of Q1 2024 after selling out during the quarter.
Carolinas Wealth Consulting sold 2,800 iShares US Transportation ETF shares in Q1 2024, an estimated $184K.
Carolinas Wealth Consulting first reported a position in iShares US Transportation ETF in Q4 2022 and held it in 5 quarters.
Carolinas Wealth Consulting's iShares US Transportation ETF position peaked at $184K in Q4 2023.
210 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.