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FormulaFolio Investments’s iShares US Transportation ETF IYT Stock Holding History

FormulaFolio Investments’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
2021
Q2 		$5K Hold
80
– – ﹤0.01% 344
2021
Q1 		$6K Sell
80
-55,880
-100% -$3.28M ﹤0.01% 325
2020
Q4 		$3.08M Buy
+55,960
New +$2.99M 0.06% 206

Other funds holding IYT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FormulaFolio Investments's IYT Position: Q2 2021 in Review

FormulaFolio Investments held its iShares US Transportation ETF (IYT) position steady in Q2 2021 at 80 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

FormulaFolio Investments first reported a position in IYT in Q4 2020 and has held it in 3 quarters since. The position peaked at $3.08M in Q4 2020. 233 funds tracked by Wall St. Rank hold IYT as of Q2 2021.

  • FormulaFolio Investments held 80 shares of iShares US Transportation ETF worth $5K as of Q2 2021.
  • FormulaFolio Investments left its iShares US Transportation ETF share count unchanged in Q2 2021.
  • iShares US Transportation ETF made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #344 holding.
  • FormulaFolio Investments first reported a position in iShares US Transportation ETF in Q4 2020 and has held it in 3 quarters since.
  • FormulaFolio Investments's iShares US Transportation ETF position peaked at $3.08M in Q4 2020.
  • 233 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.