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Matrix Private Capital Group’s iShares US Transportation ETF IYT Stock Holding History

Matrix Private Capital Group’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
Q3 		– Sell
-2,716
Closed -$145K – 217
2022
Q2 		$145K Buy
2,716
+748
+38% +$43.5K 0.08% 172
2022
Q1 		$133K Buy
1,968
+408
+26% +$26.8K 0.06% 186
2021
Q4 		$108K Buy
1,560
+20
+1% +$1.34K 0.05% 206
2021
Q3 		$94K Sell
1,540
-2,008
-57% -$127K 0.05% 196
2021
Q2 		$231K Buy
3,548
+1,028
+41% +$68.7K 0.13% 155
2021
Q1 		$162K Buy
+2,520
New +$148K 0.1% 175

Other funds holding IYT

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Bank of America
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Morgan Stanley
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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return