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Mark Sheptoff Financial Planning’s iShares US Transportation ETF IYT Stock Holding History

Mark Sheptoff Financial Planning’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
2021
Q3 		– Sell
-1,140
Closed -$74K – 405
2021
Q2 		$74K Sell
1,140
-860
-43% -$57.5K 0.04% 155
2021
Q1 		$129K Buy
+2,000
New +$117K 0.07% 119

Other funds holding IYT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mark Sheptoff Financial Planning's IYT Position: Q3 2021 in Review

Mark Sheptoff Financial Planning sold out of iShares US Transportation ETF (IYT) in Q3 2021, closing a stake of 1,140 shares — an estimated $74K sold.

Mark Sheptoff Financial Planning first reported a position in IYT in Q1 2021 and held it in 2 quarters. The position peaked at $129K in Q1 2021. 209 funds tracked by Wall St. Rank hold IYT as of Q3 2021.

  • Mark Sheptoff Financial Planning reported no remaining iShares US Transportation ETF position as of Q3 2021 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 1,140 iShares US Transportation ETF shares in Q3 2021, an estimated $74K.
  • Mark Sheptoff Financial Planning first reported a position in iShares US Transportation ETF in Q1 2021 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's iShares US Transportation ETF position peaked at $129K in Q1 2021.
  • 209 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2021.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2021, filed 10 Nov 2021.