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Dixon Hughes Goodman Wealth Advisors’s iShares US Transportation ETF IYT Stock Holding History

Dixon Hughes Goodman Wealth 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
2022
Q1 		$4K Hold
60
– – ﹤0.01% 634
2021
Q4 		$4K Buy
+60
New +$4.01K ﹤0.01% 587

Other funds holding IYT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's IYT Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its iShares US Transportation ETF (IYT) position steady in Q1 2022 at 60 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

Dixon Hughes Goodman Wealth Advisors first reported a position in IYT in Q4 2021 and has held it in 2 quarters since. 230 funds tracked by Wall St. Rank hold IYT as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 60 shares of iShares US Transportation ETF worth $4K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its iShares US Transportation ETF share count unchanged in Q1 2022.
  • iShares US Transportation ETF made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #634 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in iShares US Transportation ETF in Q4 2021 and has held it in 2 quarters since.
  • 230 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.