Castleview Partners’s iShares US Transportation ETF IYT Stock Holding History

Castleview Partners’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 Q3	–	Sell	-60	Closed	-$3.93K	–	733
2024 Q2	$3.93K	Hold	60	–	–	﹤0.01%	653
2024 Q1	$4.22K	Hold	60	–	–	﹤0.01%	658
2023 Q4	$3.94K	Hold	60	–	–	﹤0.01%	612
2023 Q3	$3.51K	Hold	60	–	–	﹤0.01%	513
2023 Q2	$3.75K	Hold	60	–	–	﹤0.01%	537
2023 Q1	$3.42K	Hold	60	–	–	﹤0.01%	531
2022 Q4	$3.2K	Hold	60	–	–	﹤0.01%	484
2022 Q3	$3K	Sell	60 -2,564	-98%	-$145K	﹤0.01%	499
2022 Q2	$249K	Buy	2,624 +2,492	+1,888%	+$145K	0.2%	112
2022 Q1	$8K	Sell	132 -37,468	-100%	-$2.46M	0.01%	521
2021 Q4	$34	Buy	+37,600	New	+$2.51M	﹤0.01%	916
2021 Q2	$5K	Buy	+76	New	+$5.08K	﹤0.01%	791

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

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

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

Castleview Partners's IYT Position: Q3 2024 in Review

Castleview Partners sold out of iShares US Transportation ETF (IYT) in Q3 2024, closing a stake of 60 shares — an estimated $3.93K sold.

Castleview Partners first reported a position in IYT in Q2 2021 and held it in 12 quarters. The position peaked at $249K in Q2 2022. 177 funds tracked by Wall St. Rank hold IYT as of Q3 2024.

Castleview Partners reported no remaining iShares US Transportation ETF position as of Q3 2024 after selling out during the quarter.
Castleview Partners sold 60 iShares US Transportation ETF shares in Q3 2024, an estimated $3.93K.
Castleview Partners first reported a position in iShares US Transportation ETF in Q2 2021 and held it in 12 quarters.
Castleview Partners's iShares US Transportation ETF position peaked at $249K in Q2 2022.
177 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.