MIH
IYT icon

Meitav Investment House’s iShares US Transportation ETF IYT Stock Holding History

Meitav Investment House’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
2023
Q3 		– Sell
-5,960
Closed -$372K – 437
2023
Q2 		$372K Buy
5,960
+20
+0.3% +$1.15K 0.01% 298
2023
Q1 		$332K Buy
5,940
+536
+10% +$30.7K 0.01% 312
2022
Q4 		$288K Sell
5,404
-1,224
-18% -$66.1K 0.01% 331
2022
Q3 		$326K Buy
6,628
+600
+10% +$33.9K 0.01% 316
2022
Q2 		$320K Sell
6,028
-698,044
-99% -$40.6M 0.01% 299
2022
Q1 		$47.2M Buy
704,072
+340,816
+94% +$22.4M 0.7% 44
2021
Q4 		$25.1M Buy
363,256
+359,596
+9,825% +$24M 0.41% 61
2021
Q3 		$222K Sell
3,660
-31,400
-90% -$1.99M ﹤0.01% 377
2021
Q2 		$2.28M Buy
+35,060
New +$2.34M 0.06% 172
2021
Q1 		– Sell
-4,120
Closed -$227K – 420
2020
Q4 		$227K Buy
+4,120
New +$220K 0.01% 380
2020
Q1 		– Sell
-17,216
Closed -$841K – 413
2019
Q4 		$841K Hold
17,216
– – 0.06% 188
2019
Q3 		$805K Sell
17,216
-1,600
-9% -$74.7K 0.06% 184
2019
Q2 		$882K Sell
18,816
-760
-4% -$35.9K 0.06% 171
2019
Q1 		$915K Sell
19,576
-3,564
-15% -$162K 0.05% 182
2018
Q4 		$915K Sell
23,140
-1,364
-6% -$63K 0.06% 156
2018
Q3 		$1.25M Buy
24,504
+1,816
+8% +$90.8K 0.06% 181
2018
Q2 		$1.2M Buy
22,688
+4,020
+22% +$192K 0.05% 180
2018
Q1 		$862K Sell
18,668
-619,416
-97% -$29.9M 0.04% 204
2017
Q4 		$30.6M Buy
+638,084
New +$28.8M 1.79% 16

Other funds holding IYT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Meitav Investment House's IYT Position: Q3 2023 in Review

Meitav Investment House sold out of iShares US Transportation ETF (IYT) in Q3 2023, closing a stake of 5,960 shares — an estimated $372K sold.

Meitav Investment House first reported a position in IYT in Q4 2017 and held it in 19 quarters. The position peaked at $47.2M in Q1 2022. 181 funds tracked by Wall St. Rank hold IYT as of Q3 2023.

  • Meitav Investment House reported no remaining iShares US Transportation ETF position as of Q3 2023 after selling out during the quarter.
  • Meitav Investment House sold 5,960 iShares US Transportation ETF shares in Q3 2023, an estimated $372K.
  • Meitav Investment House first reported a position in iShares US Transportation ETF in Q4 2017 and held it in 19 quarters.
  • Meitav Investment House's iShares US Transportation ETF position peaked at $47.2M in Q1 2022.
  • 181 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2023.

Based on Meitav Investment House's 13F filing for Q3 2023, filed 30 Oct 2023.