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Mason & Associates (California)’s iShares US Transportation ETF IYT Stock Holding History

Mason & Associates (California)’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 		– Sell
-10,384
Closed -$701K – 100
2022
Q1 		$701K Buy
10,384
+4,768
+85% +$314K 0.21% 49
2021
Q4 		$388K Buy
+5,616
New +$375K 0.12% 64

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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

Mason & Associates (California)'s IYT Position: Q2 2022 in Review

Mason & Associates (California) sold out of iShares US Transportation ETF (IYT) in Q2 2022, closing a stake of 10,384 shares — an estimated $701K sold.

Mason & Associates (California) first reported a position in IYT in Q4 2021 and held it in 2 quarters. The position peaked at $701K in Q1 2022. 195 funds tracked by Wall St. Rank hold IYT as of Q2 2022.

  • Mason & Associates (California) reported no remaining iShares US Transportation ETF position as of Q2 2022 after selling out during the quarter.
  • Mason & Associates (California) sold 10,384 iShares US Transportation ETF shares in Q2 2022, an estimated $701K.
  • Mason & Associates (California) first reported a position in iShares US Transportation ETF in Q4 2021 and held it in 2 quarters.
  • Mason & Associates (California)'s iShares US Transportation ETF position peaked at $701K in Q1 2022.
  • 195 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2022.

Based on Mason & Associates (California)'s 13F filing for Q2 2022, filed 26 Jul 2022.