LWM
IYT icon

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

Loveless 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 		$325K Sell
6,112
-280
-4% -$16.3K 0.21% 103
2022
Q1 		$431K Hold
6,392
– – 0.24% 102
2021
Q4 		$442K Buy
6,392
+640
+11% +$42.8K 0.24% 106
2021
Q3 		$350K Buy
5,752
+80
+1% +$5.06K 0.21% 107
2021
Q2 		$369K Buy
+5,672
New +$379K 0.22% 107

Other funds holding IYT

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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

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

Loveless Wealth Management reduced its iShares US Transportation ETF (IYT) stake by 4.4% in Q2 2022, selling an estimated $16.3K and leaving 6,112 shares worth $325K. The position accounts for 0.21% of the portfolio, ranked #103.

Loveless Wealth Management first reported a position in IYT in Q2 2021 and has held it in 5 quarters since. The position peaked at $442K in Q4 2021. 195 funds tracked by Wall St. Rank hold IYT as of Q2 2022.

  • Loveless Wealth Management held 6,112 shares of iShares US Transportation ETF worth $325K as of Q2 2022.
  • Loveless Wealth Management sold 280 iShares US Transportation ETF shares in Q2 2022, an estimated $16.3K.
  • iShares US Transportation ETF made up 0.21% of Loveless Wealth Management's portfolio in Q2 2022, its #103 holding.
  • Loveless Wealth Management first reported a position in iShares US Transportation ETF in Q2 2021 and has held it in 5 quarters since.
  • Loveless Wealth Management's iShares US Transportation ETF position peaked at $442K in Q4 2021.
  • 195 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.