Founders Financial Securities’s iShares US Transportation ETF IYT Stock Holding History

Founders Financial Securities’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
2024 Q2	–	Sell	-4,705	Closed	-$331K	–	431
2024 Q1	$331K	Buy	+4,705	New	+$318K	0.03%	309
2023 Q4	–	Sell	-55,012	Closed	-$3.22M	–	379
2023 Q3	$3.22M	Buy	+55,012	New	+$3.44M	0.42%	60
2014 Q2	–	Sell	-88,952	Closed	-$3.01K	–	83
2014 Q1	$3.01K	Buy	+88,952	New	+$2.94M	2.02%	12

Other funds holding IYT

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

FFB

First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 1-Year Est. Return

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Founders Financial Securities's IYT Position: Q2 2024 in Review

Founders Financial Securities sold out of iShares US Transportation ETF (IYT) in Q2 2024, closing a stake of 4,705 shares — an estimated $331K sold.

Founders Financial Securities first reported a position in IYT in Q1 2014 and held it in 3 quarters. The position peaked at $3.22M in Q3 2023. 188 funds tracked by Wall St. Rank hold IYT as of Q2 2024.

Founders Financial Securities reported no remaining iShares US Transportation ETF position as of Q2 2024 after selling out during the quarter.
Founders Financial Securities sold 4,705 iShares US Transportation ETF shares in Q2 2024, an estimated $331K.
Founders Financial Securities first reported a position in iShares US Transportation ETF in Q1 2014 and held it in 3 quarters.
Founders Financial Securities's iShares US Transportation ETF position peaked at $3.22M in Q3 2023.
188 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2024.

Based on Founders Financial Securities's 13F filing for Q2 2024, filed 2 Aug 2024.