Mirabella Financial Services’s iShares US Transportation ETF IYT Stock Holding History

Mirabella Financial Services’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
2024 Q2	–	Sell	-70,998	Closed	-$5M	–	556
2024 Q1	$5M	Buy	+70,998	New	+$4.81M	0.36%	53
2023 Q2	–	Sell	-71,628	Closed	-$4.08M	–	572
2023 Q1	$4.08M	Buy	+71,628	New	+$4.1M	0.62%	48
2022 Q3	–	Sell	-19,840	Closed	-$1.06M	–	455
2022 Q2	$1.06M	Buy	+19,840	New	+$1.15M	0.1%	160
2022 Q1	–	Sell	-26,880	Closed	-$1.86M	–	612
2021 Q4	$1.86M	Sell	26,880 -53,720	-67%	-$3.59M	0.19%	117
2021 Q3	$4.9M	Buy	+80,600	New	+$5.1M	0.64%	45

Other funds holding IYT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

FFB

First Financial Bankshares Abilene, Texas $5.34B AUM 28.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Mirabella Financial Services's IYT Position: Q2 2024 in Review

Mirabella Financial Services sold out of iShares US Transportation ETF (IYT) in Q2 2024, closing a stake of 70,998 shares — an estimated $5M sold.

Mirabella Financial Services first reported a position in IYT in Q3 2021 and held it in 5 quarters. The position peaked at $5M in Q1 2024. 188 funds tracked by Wall St. Rank hold IYT as of Q2 2024.

Mirabella Financial Services reported no remaining iShares US Transportation ETF position as of Q2 2024 after selling out during the quarter.
Mirabella Financial Services sold 70,998 iShares US Transportation ETF shares in Q2 2024, an estimated $5M.
Mirabella Financial Services first reported a position in iShares US Transportation ETF in Q3 2021 and held it in 5 quarters.
Mirabella Financial Services's iShares US Transportation ETF position peaked at $5M in Q1 2024.
188 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2024.

Based on Mirabella Financial Services's 13F filing for Q2 2024, filed 8 Aug 2024.