Institutional & Family Asset Management’s iShares US Transportation ETF IYT Stock Holding History

Institutional & Family Asset 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
2022 Q2	–	Sell	-80	Closed	-$5K	–	757
2022 Q1	$5K	Hold	80	–	–	﹤0.01%	544
2021 Q4	$6K	Hold	80	–	–	﹤0.01%	528
2021 Q3	$5K	Hold	80	–	–	﹤0.01%	661
2021 Q2	$5K	Hold	80	–	–	﹤0.01%	709
2021 Q1	$5K	Hold	80	–	–	﹤0.01%	687
2020 Q4	$4K	Hold	80	–	–	﹤0.01%	674
2020 Q3	$4K	Hold	80	–	–	﹤0.01%	614
2020 Q2	$3K	Buy	+80	New	+$3.04K	﹤0.01%	644

Other funds holding IYT

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MMA

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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

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

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Institutional & Family Asset Management's IYT Position: Q2 2022 in Review

Institutional & Family Asset Management sold out of iShares US Transportation ETF (IYT) in Q2 2022, closing a stake of 80 shares — an estimated $5K sold.

Institutional & Family Asset Management first reported a position in IYT in Q2 2020 and held it in 8 quarters. The position peaked at $6K in Q4 2021. 195 funds tracked by Wall St. Rank hold IYT as of Q2 2022.

Institutional & Family Asset Management reported no remaining iShares US Transportation ETF position as of Q2 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 80 iShares US Transportation ETF shares in Q2 2022, an estimated $5K.
Institutional & Family Asset Management first reported a position in iShares US Transportation ETF in Q2 2020 and held it in 8 quarters.
Institutional & Family Asset Management's iShares US Transportation ETF position peaked at $6K in Q4 2021.
195 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2022.

Based on Institutional & Family Asset Management's 13F filing for Q2 2022, filed 8 Aug 2022.