Householder Group Estate & Retirement Specialist’s iShares US Transportation ETF IYT Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-48	Closed	-$2K	–	733
2022 Q3	$2K	Buy	+48	New	+$2.71K	﹤0.01%	961

Other funds holding IYT

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's IYT Position: Q4 2022 in Review

Householder Group Estate & Retirement Specialist sold out of iShares US Transportation ETF (IYT) in Q4 2022, closing a stake of 48 shares — an estimated $2K sold.

Householder Group Estate & Retirement Specialist first reported a position in IYT in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 191 funds tracked by Wall St. Rank hold IYT as of Q4 2022.

Householder Group Estate & Retirement Specialist reported no remaining iShares US Transportation ETF position as of Q4 2022 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 48 iShares US Transportation ETF shares in Q4 2022, an estimated $2K.
Householder Group Estate & Retirement Specialist first reported a position in iShares US Transportation ETF in Q3 2022 and held it in 1 quarter.
Householder Group Estate & Retirement Specialist's iShares US Transportation ETF position peaked at $2K in Q3 2022.
191 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2022.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2022, filed 19 Jan 2023.