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Centerpoint Advisors’s iShares US Transportation ETF IYT Stock Holding History

Centerpoint 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
2023
Q3 		– Sell
-892
Closed -$56K – 599
2023
Q2 		$56K Hold
892
– – 0.02% 154
2023
Q1 		$51K Buy
+892
New +$51K 0.02% 159

Other funds holding IYT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Centerpoint Advisors's IYT Position: Q3 2023 in Review

Centerpoint Advisors sold out of iShares US Transportation ETF (IYT) in Q3 2023, closing a stake of 892 shares — an estimated $56K sold.

Centerpoint Advisors first reported a position in IYT in Q1 2023 and held it in 2 quarters. The position peaked at $56K in Q2 2023. 181 funds tracked by Wall St. Rank hold IYT as of Q3 2023.

  • Centerpoint Advisors reported no remaining iShares US Transportation ETF position as of Q3 2023 after selling out during the quarter.
  • Centerpoint Advisors sold 892 iShares US Transportation ETF shares in Q3 2023, an estimated $56K.
  • Centerpoint Advisors first reported a position in iShares US Transportation ETF in Q1 2023 and held it in 2 quarters.
  • Centerpoint Advisors's iShares US Transportation ETF position peaked at $56K in Q2 2023.
  • 181 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2023.

Based on Centerpoint Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.