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Greystone Financial Group’s iShares US Transportation ETF IYT Stock Holding History

Greystone Financial 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
2022
Q2 		– Sell
-17,224
Closed -$1.16M – 85
2022
Q1 		$1.16M Sell
17,224
-4,780
-22% -$314K 0.29% 59
2021
Q4 		$1.52M Buy
+22,004
New +$1.47M 0.36% 55

Other funds holding IYT

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

Greystone Financial Group's IYT Position: Q2 2022 in Review

Greystone Financial Group sold out of iShares US Transportation ETF (IYT) in Q2 2022, closing a stake of 17,224 shares — an estimated $1.16M sold.

Greystone Financial Group first reported a position in IYT in Q4 2021 and held it in 2 quarters. The position peaked at $1.52M in Q4 2021. 194 funds tracked by Wall St. Rank hold IYT as of Q2 2022.

  • Greystone Financial Group reported no remaining iShares US Transportation ETF position as of Q2 2022 after selling out during the quarter.
  • Greystone Financial Group sold 17,224 iShares US Transportation ETF shares in Q2 2022, an estimated $1.16M.
  • Greystone Financial Group first reported a position in iShares US Transportation ETF in Q4 2021 and held it in 2 quarters.
  • Greystone Financial Group's iShares US Transportation ETF position peaked at $1.52M in Q4 2021.
  • 194 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2022.

Based on Greystone Financial Group's 13F filing for Q2 2022, filed 3 Aug 2022.