MinichMacGregor Wealth Management’s iShares US Transportation ETF IYT Stock Holding History

MinichMacGregor Wealth Management’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 Q1	–	Sell	-4	Closed	-$213	–	366
2022 Q4	$213	Buy	+4	New	+$216	﹤0.01%	695
2021 Q3	–	Sell	-154,884	Closed	-$10.1M	–	85
2021 Q2	$10.1M	Sell	154,884 -896	-0.6%	-$59.9K	3.53%	10
2021 Q1	$10M	Sell	155,780 -1,092	-0.7%	-$64.1K	3.75%	9
2020 Q4	$8.65M	Buy	156,872 +8,188	+6%	+$437K	3.52%	11
2020 Q3	$7.39M	Buy	+148,684	New	+$6.96M	3.49%	11

Other funds holding IYT

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MinichMacGregor Wealth Management's IYT Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of iShares US Transportation ETF (IYT) in Q1 2023, closing a stake of 4 shares — an estimated $213 sold.

MinichMacGregor Wealth Management first reported a position in IYT in Q3 2020 and held it in 5 quarters. The position peaked at $10.1M in Q2 2021. 175 funds tracked by Wall St. Rank hold IYT as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining iShares US Transportation ETF position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 4 iShares US Transportation ETF shares in Q1 2023, an estimated $213.
MinichMacGregor Wealth Management first reported a position in iShares US Transportation ETF in Q3 2020 and held it in 5 quarters.
MinichMacGregor Wealth Management's iShares US Transportation ETF position peaked at $10.1M in Q2 2021.
175 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.