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

Norris 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
2022 Q1	–	Sell	-4,044	Closed	-$280K	–	99
2021 Q4	$280K	Sell	4,044 -468	-10%	-$31.3K	0.17%	71
2021 Q3	$274K	Sell	4,512 -92,344	-95%	-$5.84M	0.18%	72
2021 Q2	$6.29M	Sell	96,856 -19,908	-17%	-$1.33M	4.24%	5
2021 Q1	$7.52M	Buy	116,764 +57,080	+96%	+$3.35M	5.52%	4
2020 Q4	$3.29M	Buy	+59,684	New	+$3.19M	2.59%	8

Other funds holding IYT

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

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

RBA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HTC

Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

Norris Financial Group's IYT Position: Q1 2022 in Review

Norris Financial Group sold out of iShares US Transportation ETF (IYT) in Q1 2022, closing a stake of 4,044 shares — an estimated $280K sold.

Norris Financial Group first reported a position in IYT in Q4 2020 and held it in 5 quarters. The position peaked at $7.52M in Q1 2021. 230 funds tracked by Wall St. Rank hold IYT as of Q1 2022.

Norris Financial Group reported no remaining iShares US Transportation ETF position as of Q1 2022 after selling out during the quarter.
Norris Financial Group sold 4,044 iShares US Transportation ETF shares in Q1 2022, an estimated $280K.
Norris Financial Group first reported a position in iShares US Transportation ETF in Q4 2020 and held it in 5 quarters.
Norris Financial Group's iShares US Transportation ETF position peaked at $7.52M in Q1 2021.
230 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2022.

Based on Norris Financial Group's 13F filing for Q1 2022, filed 20 May 2026.