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

EPG 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
2020
Q2 		– Sell
-80
Closed -$3K – 471
2020
Q1 		$3K Buy
+80
New +$3.52K ﹤0.01% 661

Other funds holding IYT

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Citigroup New York $235B AUM 32.99% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Twin Tree Management
Twin Tree Management Dallas, Texas $4.75B AUM 58.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EPG Wealth Management's IYT Position: Q2 2020 in Review

EPG Wealth Management sold out of iShares US Transportation ETF (IYT) in Q2 2020, closing a stake of 80 shares — an estimated $3K sold.

EPG Wealth Management first reported a position in IYT in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 132 funds tracked by Wall St. Rank hold IYT as of Q2 2020.

  • EPG Wealth Management reported no remaining iShares US Transportation ETF position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 80 iShares US Transportation ETF shares in Q2 2020, an estimated $3K.
  • EPG Wealth Management first reported a position in iShares US Transportation ETF in Q1 2020 and held it in 1 quarter.
  • EPG Wealth Management's iShares US Transportation ETF position peaked at $3K in Q1 2020.
  • 132 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.