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

Iron Horse 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
2022
Q3 		– Sell
-24
Closed -$1K – 215
2022
Q2 		$1K Buy
+24
New +$1.4K ﹤0.01% 220

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LPL Financial
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MMA
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Citigroup
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Citadel Advisors
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Iron Horse Wealth Management's IYT Position: Q3 2022 in Review

Iron Horse Wealth Management sold out of iShares US Transportation ETF (IYT) in Q3 2022, closing a stake of 24 shares — an estimated $1K sold.

Iron Horse Wealth Management first reported a position in IYT in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 174 funds tracked by Wall St. Rank hold IYT as of Q3 2022.

  • Iron Horse Wealth Management reported no remaining iShares US Transportation ETF position as of Q3 2022 after selling out during the quarter.
  • Iron Horse Wealth Management sold 24 iShares US Transportation ETF shares in Q3 2022, an estimated $1K.
  • Iron Horse Wealth Management first reported a position in iShares US Transportation ETF in Q2 2022 and held it in 1 quarter.
  • Iron Horse Wealth Management's iShares US Transportation ETF position peaked at $1K in Q2 2022.
  • 174 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2022.

Based on Iron Horse Wealth Management's 13F filing for Q3 2022, filed 12 Oct 2022.