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FSC Wealth Advisors’s iShares US Transportation ETF IYT Stock Holding History

FSC Wealth Advisors’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
2022
Q2 		– Sell
-83,172
Closed -$5.61M – 207
2022
Q1 		$5.61M Buy
+83,172
New +$5.47M 5.32% 6

Other funds holding IYT

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

FSC Wealth Advisors's IYT Position: Q2 2022 in Review

FSC Wealth Advisors sold out of iShares US Transportation ETF (IYT) in Q2 2022, closing a stake of 83,172 shares — an estimated $5.61M sold.

FSC Wealth Advisors first reported a position in IYT in Q1 2022 and held it in 1 quarter. The position peaked at $5.61M in Q1 2022. 195 funds tracked by Wall St. Rank hold IYT as of Q2 2022.

  • FSC Wealth Advisors reported no remaining iShares US Transportation ETF position as of Q2 2022 after selling out during the quarter.
  • FSC Wealth Advisors sold 83,172 iShares US Transportation ETF shares in Q2 2022, an estimated $5.61M.
  • FSC Wealth Advisors first reported a position in iShares US Transportation ETF in Q1 2022 and held it in 1 quarter.
  • FSC Wealth Advisors's iShares US Transportation ETF position peaked at $5.61M in Q1 2022.
  • 195 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2022.

Based on FSC Wealth Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.