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Mader & Shannon Wealth Management’s iShares US Transportation ETF IYT Stock Holding History

Mader & Shannon 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
2018
Q4 		– Sell
-44,040
Closed -$2.25M – 18
2018
Q3 		$2.25M Buy
+44,040
New +$2.2M 1.75% 12
2015
Q2 		– Sell
-198,300
Closed -$7.76M – 17
2015
Q1 		$7.76M Buy
+198,300
New +$7.95M 5.21% 6

Other funds holding IYT

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

Mader & Shannon Wealth Management's IYT Position: Q4 2018 in Review

Mader & Shannon Wealth Management sold out of iShares US Transportation ETF (IYT) in Q4 2018, closing a stake of 44,040 shares — an estimated $2.25M sold.

Mader & Shannon Wealth Management first reported a position in IYT in Q1 2015 and held it in 2 quarters. The position peaked at $7.76M in Q1 2015. 130 funds tracked by Wall St. Rank hold IYT as of Q4 2018.

  • Mader & Shannon Wealth Management reported no remaining iShares US Transportation ETF position as of Q4 2018 after selling out during the quarter.
  • Mader & Shannon Wealth Management sold 44,040 iShares US Transportation ETF shares in Q4 2018, an estimated $2.25M.
  • Mader & Shannon Wealth Management first reported a position in iShares US Transportation ETF in Q1 2015 and held it in 2 quarters.
  • Mader & Shannon Wealth Management's iShares US Transportation ETF position peaked at $7.76M in Q1 2015.
  • 130 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2018.

Based on Mader & Shannon Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.