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Independence Advisors’s iShares US Transportation ETF IYT Stock Holding History

Independence 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
2020
Q3 		$7K Hold
148
– – ﹤0.01% 155
2020
Q2 		$6K Buy
+148
New +$5.62K ﹤0.01% 153

Other funds holding IYT

Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Independence Advisors's IYT Position: Q3 2020 in Review

Independence Advisors held its iShares US Transportation ETF (IYT) position steady in Q3 2020 at 148 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #155.

Independence Advisors first reported a position in IYT in Q2 2020 and has held it in 2 quarters since. 166 funds tracked by Wall St. Rank hold IYT as of Q3 2020.

  • Independence Advisors held 148 shares of iShares US Transportation ETF worth $7K as of Q3 2020.
  • Independence Advisors left its iShares US Transportation ETF share count unchanged in Q3 2020.
  • iShares US Transportation ETF made up ﹤0.01% of Independence Advisors's portfolio in Q3 2020, its #155 holding.
  • Independence Advisors first reported a position in iShares US Transportation ETF in Q2 2020 and has held it in 2 quarters since.
  • 166 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.