Leisure Capital Management’s iShares US Transportation ETF IYT Stock Holding History

Leisure Capital 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 Q1	–	Sell	-3,500	Closed	-$242K	–	145
2021 Q4	$242K	Hold	3,500	–	–	0.11%	135
2021 Q3	$213K	Hold	3,500	–	–	0.11%	135
2021 Q2	$227K	Hold	3,500	–	–	0.13%	136
2021 Q1	$225K	Buy	+3,500	New	+$205K	0.14%	128

Other funds holding IYT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

Leisure Capital Management's IYT Position: Q1 2022 in Review

Leisure Capital Management sold out of iShares US Transportation ETF (IYT) in Q1 2022, closing a stake of 3,500 shares — an estimated $242K sold.

Leisure Capital Management first reported a position in IYT in Q1 2021 and held it in 4 quarters. The position peaked at $242K in Q4 2021. 230 funds tracked by Wall St. Rank hold IYT as of Q1 2022.

Leisure Capital Management reported no remaining iShares US Transportation ETF position as of Q1 2022 after selling out during the quarter.
Leisure Capital Management sold 3,500 iShares US Transportation ETF shares in Q1 2022, an estimated $242K.
Leisure Capital Management first reported a position in iShares US Transportation ETF in Q1 2021 and held it in 4 quarters.
Leisure Capital Management's iShares US Transportation ETF position peaked at $242K in Q4 2021.
230 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2022.

Based on Leisure Capital Management's 13F filing for Q1 2022, filed 12 May 2022.