GenWealth Group’s iShares US Transportation ETF IYT Stock Holding History

GenWealth Group’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 Q1	–	Sell	-4,932	Closed	-$272K	–	72
2020 Q4	$272K	Sell	4,932 -1,308	-21%	-$69.8K	0.09%	59
2020 Q3	$323K	Sell	6,240 -84	-1%	-$3.93K	0.12%	54
2020 Q2	$256K	Hold	6,324	–	–	0.1%	63
2020 Q1	$218K	Sell	6,324 -116	-2%	-$5.1K	0.1%	53
2019 Q4	$314K	Hold	6,440	–	–	0.12%	56
2019 Q3	$299K	Hold	6,440	–	–	0.12%	56
2019 Q2	$301K	Hold	6,440	–	–	0.13%	57
2019 Q1	$308K	Hold	6,440	–	–	0.14%	53
2018 Q4	$265K	Hold	6,440	–	–	0.13%	51
2018 Q3	$326K	Hold	6,440	–	–	0.15%	49
2018 Q2	$300K	Hold	6,440	–	–	0.15%	51
2018 Q1	$301K	Sell	6,440 -2,084	-24%	-$100K	0.15%	50
2017 Q4	$436K	Hold	8,524	–	–	0.22%	43
2017 Q3	$380K	Hold	8,524	–	–	0.23%	41
2017 Q2	$366K	Buy	+8,524	New	+$353K	0.25%	38

Other funds holding IYT

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

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

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

Twin Tree Management Dallas, Texas $4.75B AUM 58.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GenWealth Group's IYT Position: Q1 2021 in Review

GenWealth Group sold out of iShares US Transportation ETF (IYT) in Q1 2021, closing a stake of 4,932 shares — an estimated $272K sold.

GenWealth Group first reported a position in IYT in Q2 2017 and held it in 15 quarters. The position peaked at $436K in Q4 2017. 215 funds tracked by Wall St. Rank hold IYT as of Q1 2021.

GenWealth Group reported no remaining iShares US Transportation ETF position as of Q1 2021 after selling out during the quarter.
GenWealth Group sold 4,932 iShares US Transportation ETF shares in Q1 2021, an estimated $272K.
GenWealth Group first reported a position in iShares US Transportation ETF in Q2 2017 and held it in 15 quarters.
GenWealth Group's iShares US Transportation ETF position peaked at $436K in Q4 2017.
215 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2021.

Based on GenWealth Group's 13F filing for Q1 2021, filed 26 Apr 2021.