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Independent Portfolio Consultants’s iShares US Transportation ETF IYT Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$20K Buy
+464
New +$19.2K 0.01% 608
2016
Q2 		– Sell
-1,420
Closed -$51K – 747
2016
Q1 		$51K Buy
1,420
+80
+6% +$2.61K 0.01% 570
2015
Q4 		$45K Hold
1,340
– – 0.01% 587
2015
Q3 		$47K Hold
1,340
– – 0.01% 591
2015
Q2 		$49K Hold
1,340
– – 0.01% 626
2015
Q1 		$52K Sell
1,340
-340
-20% -$13.6K 0.01% 617
2014
Q4 		$69K Buy
1,680
+760
+83% +$29.9K 0.01% 585
2014
Q3 		$35K Buy
+920
New +$34.5K 0.01% 663

Other funds holding IYT

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return

Independent Portfolio Consultants's IYT Position: Q2 2017 in Review

Independent Portfolio Consultants opened a new position in iShares US Transportation ETF (IYT) in Q2 2017: 464 shares worth $20K. The stake represents 0.01% of the portfolio and ranks #608 among its holdings. This is a return to the name: Independent Portfolio Consultants previously reported a position in IYT as recently as Q1 2016.

Independent Portfolio Consultants first reported a position in IYT in Q3 2014 and has held it in 8 quarters since. The position peaked at $69K in Q4 2014. 129 funds tracked by Wall St. Rank hold IYT as of Q2 2017.

  • Independent Portfolio Consultants held 464 shares of iShares US Transportation ETF worth $20K as of Q2 2017.
  • iShares US Transportation ETF was a new Independent Portfolio Consultants position in Q2 2017.
  • iShares US Transportation ETF made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #608 holding.
  • Independent Portfolio Consultants first reported a position in iShares US Transportation ETF in Q3 2014 and has held it in 8 quarters since.
  • Independent Portfolio Consultants's iShares US Transportation ETF position peaked at $69K in Q4 2014.
  • 129 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.