Next Financial Group’s iShares US Transportation ETF IYT Stock Holding History

Next Financial Group’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
2021 Q4	$32K	Hold	460	–	–	﹤0.01%	1690
2021 Q3	$28K	Hold	460	–	–	﹤0.01%	1667
2021 Q2	$30K	Hold	460	–	–	﹤0.01%	1604
2021 Q1	$30K	Buy	+460	New	+$27K	﹤0.01%	1489
2020 Q1	–	Sell	-228	Closed	-$11K	–	2257
2019 Q4	$11K	Hold	228	–	–	﹤0.01%	1741
2019 Q3	$11K	Hold	228	–	–	﹤0.01%	1679
2019 Q2	$11K	Buy	228 +160	+235%	+$7.55K	﹤0.01%	1653
2019 Q1	$3K	Sell	68 -240	-78%	-$10.9K	﹤0.01%	1380
2018 Q4	$13K	Hold	308	–	–	﹤0.01%	1258
2018 Q3	$16K	Buy	+308	New	+$15.4K	0.01%	855
2017 Q4	–	Sell	-996	Closed	-$44K	–	844
2017 Q3	$44K	Sell	996 -556	-36%	-$23.6K	0.01%	731
2017 Q2	$67K	Hold	1,552	–	–	0.02%	684
2017 Q1	$64K	Sell	1,552 -2,780	-64%	-$116K	0.02%	639
2016 Q4	$176K	Buy	4,332 +4	+0.1%	+$155	0.03%	511
2016 Q3	$157K	Buy	4,328 +3,012	+229%	+$106K	0.03%	532
2016 Q2	$44K	Sell	1,316 -1,128	-46%	-$39.2K	0.01%	696
2016 Q1	$87K	Hold	2,444	–	–	0.03%	462
2015 Q4	$82K	Sell	2,444 -1,420	-37%	-$50.9K	0.03%	481
2015 Q3	$135K	Hold	3,864	–	–	0.05%	358
2015 Q2	$140K	Sell	3,864 -1,380	-26%	-$52.9K	0.05%	384
2015 Q1	$205K	Buy	5,244 +480	+10%	+$19.3K	0.07%	306
2014 Q4	$195K	Buy	4,764 +2,684	+129%	+$106K	0.06%	308
2014 Q3	$78K	Buy	+2,080	New	+$78K	0.02%	745

Other funds holding IYT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Next Financial Group's IYT Position: Q4 2021 in Review

Next Financial Group held its iShares US Transportation ETF (IYT) position steady in Q4 2021 at 460 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #1690.

Next Financial Group first reported a position in IYT in Q3 2014 and has held it in 23 quarters since. The position peaked at $205K in Q1 2015. 241 funds tracked by Wall St. Rank hold IYT as of Q4 2021.

Next Financial Group held 460 shares of iShares US Transportation ETF worth $32K as of Q4 2021.
Next Financial Group left its iShares US Transportation ETF share count unchanged in Q4 2021.
iShares US Transportation ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1690 holding.
Next Financial Group first reported a position in iShares US Transportation ETF in Q3 2014 and has held it in 23 quarters since.
Next Financial Group's iShares US Transportation ETF position peaked at $205K in Q1 2015.
241 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.