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

Empirical 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
2024
Q3 		– Sell
-4,700
Closed -$308K – 594
2024
Q2 		$308K Buy
+4,700
New +$309K 0.01% 455

Other funds holding IYT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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
FFB
First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Empirical Wealth Management's IYT Position: Q3 2024 in Review

Empirical Wealth Management sold out of iShares US Transportation ETF (IYT) in Q3 2024, closing a stake of 4,700 shares — an estimated $308K sold.

Empirical Wealth Management first reported a position in IYT in Q2 2024 and held it in 1 quarter. The position peaked at $308K in Q2 2024. 177 funds tracked by Wall St. Rank hold IYT as of Q3 2024.

  • Empirical Wealth Management reported no remaining iShares US Transportation ETF position as of Q3 2024 after selling out during the quarter.
  • Empirical Wealth Management sold 4,700 iShares US Transportation ETF shares in Q3 2024, an estimated $308K.
  • Empirical Wealth Management first reported a position in iShares US Transportation ETF in Q2 2024 and held it in 1 quarter.
  • Empirical Wealth Management's iShares US Transportation ETF position peaked at $308K in Q2 2024.
  • 177 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2024.

Based on Empirical Wealth Management's 13F filing for Q3 2024, filed 1 Nov 2024.