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IYT icon

Madden Advisory Services’s iShares US Transportation ETF IYT Stock Holding History

Madden Advisory Services’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
2017
Q2 		– Sell
-4,040
Closed -$165K – 169
2017
Q1 		$165K Buy
+4,040
New +$168K 0.11% 84
2016
Q3 		– Sell
-16,480
Closed -$552K – 93
2016
Q2 		$552K Sell
16,480
-232
-1% -$8.06K 0.34% 66
2016
Q1 		$594K Hold
16,712
– – 0.39% 59
2015
Q4 		$562K Sell
16,712
-188
-1% -$6.74K 0.37% 62
2015
Q3 		$591K Sell
16,900
-280
-2% -$10.2K 0.39% 62
2015
Q2 		$622K Sell
17,180
-440
-2% -$16.9K 0.37% 65
2015
Q1 		$690K Buy
17,620
+6,276
+55% +$252K 0.42% 63
2014
Q4 		$465K Sell
11,344
-4,768
-30% -$187K 0.26% 73
2014
Q3 		$608K Buy
16,112
+2,016
+14% +$75.6K 0.32% 68
2014
Q2 		$518K Buy
14,096
+920
+7% +$32.4K 0.26% 75
2014
Q1 		$446K Buy
13,176
+4,884
+59% +$161K 0.24% 77
2013
Q4 		$273K Buy
8,292
+768
+10% +$24.1K 0.21% 72
2013
Q3 		$221K Sell
7,524
-972
-11% -$28.1K 0.19% 65
2013
Q2 		$233K Buy
+8,496
New +$236K 0.19% 64

Other funds holding IYT

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return

Madden Advisory Services's IYT Position: Q2 2017 in Review

Madden Advisory Services sold out of iShares US Transportation ETF (IYT) in Q2 2017, closing a stake of 4,040 shares — an estimated $165K sold.

Madden Advisory Services first reported a position in IYT in Q2 2013 and held it in 14 quarters. The position peaked at $690K in Q1 2015. 129 funds tracked by Wall St. Rank hold IYT as of Q2 2017.

  • Madden Advisory Services reported no remaining iShares US Transportation ETF position as of Q2 2017 after selling out during the quarter.
  • Madden Advisory Services sold 4,040 iShares US Transportation ETF shares in Q2 2017, an estimated $165K.
  • Madden Advisory Services first reported a position in iShares US Transportation ETF in Q2 2013 and held it in 14 quarters.
  • Madden Advisory Services's iShares US Transportation ETF position peaked at $690K in Q1 2015.
  • 129 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2017.

Based on Madden Advisory Services's 13F filing for Q2 2017, filed 11 Aug 2017.