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Dakota Wealth Management’s iShares US Transportation ETF IYT Stock Holding History

Dakota Wealth Management’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
Q1 		– Sell
-5,052
Closed -$270K – 633
2022
Q4 		$270K Sell
5,052
-600
-11% -$32.4K 0.02% 466
2022
Q3 		$278K Buy
+5,652
New +$319K 0.02% 436

Other funds holding IYT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Dakota Wealth Management's IYT Position: Q1 2023 in Review

Dakota Wealth Management sold out of iShares US Transportation ETF (IYT) in Q1 2023, closing a stake of 5,052 shares — an estimated $270K sold.

Dakota Wealth Management first reported a position in IYT in Q3 2022 and held it in 2 quarters. The position peaked at $278K in Q3 2022. 175 funds tracked by Wall St. Rank hold IYT as of Q1 2023.

  • Dakota Wealth Management reported no remaining iShares US Transportation ETF position as of Q1 2023 after selling out during the quarter.
  • Dakota Wealth Management sold 5,052 iShares US Transportation ETF shares in Q1 2023, an estimated $270K.
  • Dakota Wealth Management first reported a position in iShares US Transportation ETF in Q3 2022 and held it in 2 quarters.
  • Dakota Wealth Management's iShares US Transportation ETF position peaked at $278K in Q3 2022.
  • 175 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2023.

Based on Dakota Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.