Crescent Capital Consulting’s iShares US Transportation ETF IYT Stock Holding History

Crescent Capital 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
2021 Q4	$276K	Hold	4,000	–	–	0.05%	154
2021 Q3	$243K	Hold	4,000	–	–	0.04%	164
2021 Q2	$260K	Hold	4,000	–	–	0.05%	153
2021 Q1	$258K	Hold	4,000	–	–	0.06%	152
2020 Q4	$221K	Buy	+4,000	New	+$214K	0.06%	146

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

Crescent Capital Consulting's IYT Position: Q4 2021 in Review

Crescent Capital Consulting held its iShares US Transportation ETF (IYT) position steady in Q4 2021 at 4,000 shares worth $276K. The position accounts for 0.05% of the portfolio, ranked #154.

Crescent Capital Consulting first reported a position in IYT in Q4 2020 and has held it in 5 quarters since. 241 funds tracked by Wall St. Rank hold IYT as of Q4 2021.

Crescent Capital Consulting held 4,000 shares of iShares US Transportation ETF worth $276K as of Q4 2021.
Crescent Capital Consulting left its iShares US Transportation ETF share count unchanged in Q4 2021.
iShares US Transportation ETF made up 0.05% of Crescent Capital Consulting's portfolio in Q4 2021, its #154 holding.
Crescent Capital Consulting first reported a position in iShares US Transportation ETF in Q4 2020 and has held it in 5 quarters since.
241 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2021.

Based on Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.