Clarity Financial’s iShares US Transportation ETF IYT Stock Holding History

Clarity Financial’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
2021 Q4	–	Sell	-50,136	Closed	-$3.05M	–	108
2021 Q3	$3.05M	Sell	50,136 -908	-2%	-$57.4K	0.5%	49
2021 Q2	$3.32M	Sell	51,044 -22,312	-30%	-$1.49M	0.64%	40
2021 Q1	$4.72M	Sell	73,356 -3,828	-5%	-$225K	0.96%	25
2020 Q4	$4.25M	Buy	+77,184	New	+$4.12M	1.02%	29

Other funds holding IYT

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Clarity Financial's IYT Position: Q4 2021 in Review

Clarity Financial sold out of iShares US Transportation ETF (IYT) in Q4 2021, closing a stake of 50,136 shares — an estimated $3.05M sold.

Clarity Financial first reported a position in IYT in Q4 2020 and held it in 4 quarters. The position peaked at $4.72M in Q1 2021. 241 funds tracked by Wall St. Rank hold IYT as of Q4 2021.

Clarity Financial reported no remaining iShares US Transportation ETF position as of Q4 2021 after selling out during the quarter.
Clarity Financial sold 50,136 iShares US Transportation ETF shares in Q4 2021, an estimated $3.05M.
Clarity Financial first reported a position in iShares US Transportation ETF in Q4 2020 and held it in 4 quarters.
Clarity Financial's iShares US Transportation ETF position peaked at $4.72M in Q1 2021.
241 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2021.

Based on Clarity Financial's 13F filing for Q4 2021, filed 4 Feb 2022.