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IYT icon

Ergoteles’s iShares US Transportation ETF IYT Stock Holding History

Ergoteles’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
Q4 		– Sell
-18,364
Closed -$902K – 1667
2022
Q3 		$902K Hold
18,364
– – 0.03% 524
2022
Q2 		$977K Buy
+18,364
New +$1.07M 0.03% 549

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Ergoteles's IYT Position: Q4 2022 in Review

Ergoteles sold out of iShares US Transportation ETF (IYT) in Q4 2022, closing a stake of 18,364 shares — an estimated $902K sold.

Ergoteles first reported a position in IYT in Q2 2022 and held it in 2 quarters. The position peaked at $977K in Q2 2022. 191 funds tracked by Wall St. Rank hold IYT as of Q4 2022.

  • Ergoteles reported no remaining iShares US Transportation ETF position as of Q4 2022 after selling out during the quarter.
  • Ergoteles sold 18,364 iShares US Transportation ETF shares in Q4 2022, an estimated $902K.
  • Ergoteles first reported a position in iShares US Transportation ETF in Q2 2022 and held it in 2 quarters.
  • Ergoteles's iShares US Transportation ETF position peaked at $977K in Q2 2022.
  • 191 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2022.

Based on Ergoteles's 13F filing for Q4 2022, filed 14 Feb 2023.