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

Kingsview 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
Q2 		– Sell
-3,264
Closed -$220K – 872
2022
Q1 		$220K Buy
+3,264
New +$215K 0.01% 792

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
UBS Group
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

Kingsview Wealth Management's IYT Position: Q2 2022 in Review

Kingsview Wealth Management sold out of iShares US Transportation ETF (IYT) in Q2 2022, closing a stake of 3,264 shares — an estimated $220K sold.

Kingsview Wealth Management first reported a position in IYT in Q1 2022 and held it in 1 quarter. The position peaked at $220K in Q1 2022. 195 funds tracked by Wall St. Rank hold IYT as of Q2 2022.

  • Kingsview Wealth Management reported no remaining iShares US Transportation ETF position as of Q2 2022 after selling out during the quarter.
  • Kingsview Wealth Management sold 3,264 iShares US Transportation ETF shares in Q2 2022, an estimated $220K.
  • Kingsview Wealth Management first reported a position in iShares US Transportation ETF in Q1 2022 and held it in 1 quarter.
  • Kingsview Wealth Management's iShares US Transportation ETF position peaked at $220K in Q1 2022.
  • 195 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2022.

Based on Kingsview Wealth Management's 13F filing for Q2 2022, filed 16 Aug 2022.