McDonald Partners’s iShares US Transportation ETF IYT Stock Holding History

McDonald Partners’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 Q1	–	Sell	-28	Closed	-$1.94K	–	510
2021 Q4	$1.94K	Buy	+28	New	+$1.87K	﹤0.01%	354

Other funds holding IYT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HTC

Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

McDonald Partners's IYT Position: Q1 2022 in Review

McDonald Partners sold out of iShares US Transportation ETF (IYT) in Q1 2022, closing a stake of 28 shares — an estimated $1.94K sold.

McDonald Partners first reported a position in IYT in Q4 2021 and held it in 1 quarter. The position peaked at $1.94K in Q4 2021. 230 funds tracked by Wall St. Rank hold IYT as of Q1 2022.

McDonald Partners reported no remaining iShares US Transportation ETF position as of Q1 2022 after selling out during the quarter.
McDonald Partners sold 28 iShares US Transportation ETF shares in Q1 2022, an estimated $1.94K.
McDonald Partners first reported a position in iShares US Transportation ETF in Q4 2021 and held it in 1 quarter.
McDonald Partners's iShares US Transportation ETF position peaked at $1.94K in Q4 2021.
230 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.