Financial Insights’s iShares US Transportation ETF IYT Stock Holding History

Financial Insights’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
2023 Q3	–	Sell	-3,340	Closed	-$208K	–	152
2023 Q2	$208K	Buy	+3,340	New	+$191K	0.08%	151
2022 Q2	–	Sell	-3,368	Closed	-$227K	–	87
2022 Q1	$227K	Hold	3,368	–	–	0.21%	70
2021 Q4	$233K	Hold	3,368	–	–	0.2%	75
2021 Q3	$205K	Hold	3,368	–	–	0.19%	78
2021 Q2	$2.19M	Sell	3,368 -496	-13%	-$33.1K	0.18%	75
2021 Q1	$249K	Hold	3,864	–	–	0.18%	71
2020 Q4	$213K	Buy	+3,864	New	+$206K	0.17%	75

Other funds holding IYT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Financial Insights's IYT Position: Q3 2023 in Review

Financial Insights sold out of iShares US Transportation ETF (IYT) in Q3 2023, closing a stake of 3,340 shares — an estimated $208K sold.

Financial Insights first reported a position in IYT in Q4 2020 and held it in 7 quarters. The position peaked at $2.19M in Q2 2021. 181 funds tracked by Wall St. Rank hold IYT as of Q3 2023.

Financial Insights reported no remaining iShares US Transportation ETF position as of Q3 2023 after selling out during the quarter.
Financial Insights sold 3,340 iShares US Transportation ETF shares in Q3 2023, an estimated $208K.
Financial Insights first reported a position in iShares US Transportation ETF in Q4 2020 and held it in 7 quarters.
Financial Insights's iShares US Transportation ETF position peaked at $2.19M in Q2 2021.
181 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2023.

Based on Financial Insights's 13F filing for Q3 2023, filed 7 Dec 2023.