MGO Private Wealth’s iShares US Transportation ETF IYT Stock Holding History

MGO Private Wealth’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 Q2	–	Sell	-3,528	Closed	-$201K	–	72
2023 Q1	$201K	Buy	+3,528	New	+$202K	0.16%	70
2022 Q4	–	Sell	-6,944	Closed	-$341K	–	140
2022 Q3	$341K	Buy	+6,944	New	+$393K	0.16%	89

Other funds holding IYT

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

MGO Private Wealth's IYT Position: Q2 2023 in Review

MGO Private Wealth sold out of iShares US Transportation ETF (IYT) in Q2 2023, closing a stake of 3,528 shares — an estimated $201K sold.

MGO Private Wealth first reported a position in IYT in Q3 2022 and held it in 2 quarters. The position peaked at $341K in Q3 2022. 176 funds tracked by Wall St. Rank hold IYT as of Q2 2023.

MGO Private Wealth reported no remaining iShares US Transportation ETF position as of Q2 2023 after selling out during the quarter.
MGO Private Wealth sold 3,528 iShares US Transportation ETF shares in Q2 2023, an estimated $201K.
MGO Private Wealth first reported a position in iShares US Transportation ETF in Q3 2022 and held it in 2 quarters.
MGO Private Wealth's iShares US Transportation ETF position peaked at $341K in Q3 2022.
176 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2023.

Based on MGO Private Wealth's 13F filing for Q2 2023, filed 13 Jul 2023.