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IHT Wealth Management’s iShares US Transportation ETF IYT Stock Holding History

IHT Wealth Management’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
2018
Q2 		– Sell
-1,824
Closed -$84K – 906
2018
Q1 		$84K Sell
1,824
-196
-10% -$9.45K 0.02% 530
2017
Q4 		$100K Buy
2,020
+1,276
+172% +$57.5K 0.03% 492
2017
Q3 		$33K Hold
744
– – 0.01% 634
2017
Q2 		$28 Buy
+744
New +$30.8K 0.01% 675

Other funds holding IYT

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IHT Wealth Management's IYT Position: Q2 2018 in Review

IHT Wealth Management sold out of iShares US Transportation ETF (IYT) in Q2 2018, closing a stake of 1,824 shares — an estimated $84K sold.

IHT Wealth Management first reported a position in IYT in Q2 2017 and held it in 4 quarters. The position peaked at $100K in Q4 2017. 140 funds tracked by Wall St. Rank hold IYT as of Q2 2018.

  • IHT Wealth Management reported no remaining iShares US Transportation ETF position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 1,824 iShares US Transportation ETF shares in Q2 2018, an estimated $84K.
  • IHT Wealth Management first reported a position in iShares US Transportation ETF in Q2 2017 and held it in 4 quarters.
  • IHT Wealth Management's iShares US Transportation ETF position peaked at $100K in Q4 2017.
  • 140 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.