Global Wealth Management Investment Advisory’s iShares US Transportation ETF IYT Stock Holding History

Global Wealth Management Investment Advisory’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	-16	Closed	-$1K	–	490
2020 Q4	$1K	Hold	16	–	–	﹤0.01%	432
2020 Q3	$1K	Hold	16	–	–	﹤0.01%	417
2020 Q2	$1K	Hold	16	–	–	﹤0.01%	562
2020 Q1	$1K	Hold	16	–	–	﹤0.01%	549
2019 Q4	$1K	Hold	16	–	–	﹤0.01%	559
2019 Q3	$1K	Sell	16 -20	-56%	-$933	﹤0.01%	582
2019 Q2	$2K	Sell	36 -752	-95%	-$35.5K	﹤0.01%	574
2019 Q1	$37K	Sell	788 -876	-53%	-$39.8K	0.02%	236
2018 Q4	$69K	Buy	+1,664	New	+$76.8K	0.04%	201

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

Global Wealth Management Investment Advisory's IYT Position: Q1 2021 in Review

Global Wealth Management Investment Advisory sold out of iShares US Transportation ETF (IYT) in Q1 2021, closing a stake of 16 shares — an estimated $1K sold.

Global Wealth Management Investment Advisory first reported a position in IYT in Q4 2018 and held it in 9 quarters. The position peaked at $69K in Q4 2018. 215 funds tracked by Wall St. Rank hold IYT as of Q1 2021.

Global Wealth Management Investment Advisory reported no remaining iShares US Transportation ETF position as of Q1 2021 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 16 iShares US Transportation ETF shares in Q1 2021, an estimated $1K.
Global Wealth Management Investment Advisory first reported a position in iShares US Transportation ETF in Q4 2018 and held it in 9 quarters.
Global Wealth Management Investment Advisory's iShares US Transportation ETF position peaked at $69K in Q4 2018.
215 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2021, filed 17 May 2021.