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

HCR 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
2021 Q1	–	Sell	-500	Closed	-$28K	–	227
2020 Q4	$28K	Hold	500	–	–	0.01%	222
2020 Q3	$25K	Hold	500	–	–	0.01%	202
2020 Q2	$20K	Hold	500	–	–	﹤0.01%	205
2020 Q1	$17K	Hold	500	–	–	﹤0.01%	197
2019 Q4	$24K	Buy	+500	New	+$24K	0.01%	193
2019 Q1	–	Sell	-7,500	Closed	-$309K	–	187
2018 Q4	$309K	Sell	7,500 -3,400	-31%	-$157K	0.1%	126
2018 Q3	$502K	Sell	10,900 -2,300	-17%	-$115K	0.16%	97
2018 Q2	$615K	Hold	13,200	–	–	0.2%	96
2018 Q1	$617K	Hold	13,200	–	–	0.21%	98
2017 Q4	$632K	Hold	13,200	–	–	0.22%	92
2017 Q3	$589K	Sell	13,200 -100	-0.8%	-$4.25K	0.25%	90
2017 Q2	$572K	Buy	+13,300	New	+$550K	0.28%	79

Other funds holding IYT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Twin Tree Management Dallas, Texas $5.31B AUM 55.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HCR Wealth Advisors's IYT Position: Q1 2021 in Review

HCR Wealth Advisors sold out of iShares US Transportation ETF (IYT) in Q1 2021, closing a stake of 500 shares — an estimated $28K sold.

HCR Wealth Advisors first reported a position in IYT in Q2 2017 and held it in 12 quarters. The position peaked at $632K in Q4 2017. 215 funds tracked by Wall St. Rank hold IYT as of Q1 2021.

HCR Wealth Advisors reported no remaining iShares US Transportation ETF position as of Q1 2021 after selling out during the quarter.
HCR Wealth Advisors sold 500 iShares US Transportation ETF shares in Q1 2021, an estimated $28K.
HCR Wealth Advisors first reported a position in iShares US Transportation ETF in Q2 2017 and held it in 12 quarters.
HCR Wealth Advisors's iShares US Transportation ETF position peaked at $632K in Q4 2017.
215 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.