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

Mission 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
2022
Q2 		– Sell
-3,204
Closed -$217K – 539
2022
Q1 		$217K Sell
3,204
-368
-10% -$24.2K 0.01% 487
2021
Q4 		$247K Buy
+3,572
New +$239K 0.01% 475

Other funds holding IYT

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Mission Wealth Management's IYT Position: Q2 2022 in Review

Mission Wealth Management sold out of iShares US Transportation ETF (IYT) in Q2 2022, closing a stake of 3,204 shares — an estimated $217K sold.

Mission Wealth Management first reported a position in IYT in Q4 2021 and held it in 2 quarters. The position peaked at $247K in Q4 2021. 195 funds tracked by Wall St. Rank hold IYT as of Q2 2022.

  • Mission Wealth Management reported no remaining iShares US Transportation ETF position as of Q2 2022 after selling out during the quarter.
  • Mission Wealth Management sold 3,204 iShares US Transportation ETF shares in Q2 2022, an estimated $217K.
  • Mission Wealth Management first reported a position in iShares US Transportation ETF in Q4 2021 and held it in 2 quarters.
  • Mission Wealth Management's iShares US Transportation ETF position peaked at $247K in Q4 2021.
  • 195 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2022.

Based on Mission Wealth Management's 13F filing for Q2 2022, filed 27 Jul 2022.