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

Executive 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
2019
Q3 		– Sell
-540
Closed -$25K – 475
2019
Q2 		$25K Buy
+540
New +$25.5K ﹤0.01% 436

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Executive Wealth Management's IYT Position: Q3 2019 in Review

Executive Wealth Management sold out of iShares US Transportation ETF (IYT) in Q3 2019, closing a stake of 540 shares — an estimated $25K sold.

Executive Wealth Management first reported a position in IYT in Q2 2019 and held it in 1 quarter. The position peaked at $25K in Q2 2019. 129 funds tracked by Wall St. Rank hold IYT as of Q3 2019.

  • Executive Wealth Management reported no remaining iShares US Transportation ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 540 iShares US Transportation ETF shares in Q3 2019, an estimated $25K.
  • Executive Wealth Management first reported a position in iShares US Transportation ETF in Q2 2019 and held it in 1 quarter.
  • Executive Wealth Management's iShares US Transportation ETF position peaked at $25K in Q2 2019.
  • 129 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.