Freedom Investment Management’s iShares US Transportation ETF IYT Stock Holding History

Freedom Investment 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
2023 Q3	–	Sell	-17,740	Closed	-$1.11M	–	720
2023 Q2	$1.11M	Buy	+17,740	New	+$1.02M	0.12%	213
2021 Q1	–	Sell	-61,904	Closed	-$3.41M	–	877
2020 Q4	$3.41M	Buy	+61,904	New	+$3.31M	0.37%	59
2020 Q2	–	Sell	-81,056	Closed	-$3.95M	–	630
2020 Q1	$3.95M	Buy	+81,056	New	+$3.56M	0.35%	61
2018 Q1	–	Sell	-10,416	Closed	-$499K	–	1168
2017 Q4	$499K	Buy	+10,416	New	+$469K	0.03%	631

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

Freedom Investment Management's IYT Position: Q3 2023 in Review

Freedom Investment Management sold out of iShares US Transportation ETF (IYT) in Q3 2023, closing a stake of 17,740 shares — an estimated $1.11M sold.

Freedom Investment Management first reported a position in IYT in Q4 2017 and held it in 4 quarters. The position peaked at $3.95M in Q1 2020. 181 funds tracked by Wall St. Rank hold IYT as of Q3 2023.

Freedom Investment Management reported no remaining iShares US Transportation ETF position as of Q3 2023 after selling out during the quarter.
Freedom Investment Management sold 17,740 iShares US Transportation ETF shares in Q3 2023, an estimated $1.11M.
Freedom Investment Management first reported a position in iShares US Transportation ETF in Q4 2017 and held it in 4 quarters.
Freedom Investment Management's iShares US Transportation ETF position peaked at $3.95M in Q1 2020.
181 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2023.

Based on Freedom Investment Management's 13F filing for Q3 2023, filed 13 Nov 2023.