Optimum Investment Advisors’s iShares US Transportation ETF IYT Stock Holding History

Optimum Investment Advisors’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 Q4	–	Sell	-1,520	Closed	-$88.8K	–	692
2023 Q3	$88.8K	Hold	1,520	–	–	0.05%	281
2023 Q2	$94.9K	Hold	1,520	–	–	0.05%	278
2023 Q1	$86.6K	Hold	1,520	–	–	0.05%	289
2022 Q4	$81.1K	Hold	1,520	–	–	0.04%	300
2022 Q3	$75K	Hold	1,520	–	–	0.04%	318
2022 Q2	$81K	Hold	1,520	–	–	0.04%	318
2022 Q1	$103K	Hold	1,520	–	–	0.04%	315
2021 Q4	$105K	Hold	1,520	–	–	0.04%	331
2021 Q3	$92K	Hold	1,520	–	–	0.04%	342
2021 Q2	$99K	Hold	1,520	–	–	0.03%	382
2021 Q1	$98K	Hold	1,520	–	–	0.03%	377
2020 Q4	$84K	Hold	1,520	–	–	0.03%	387
2020 Q3	$76K	Hold	1,520	–	–	0.03%	373
2020 Q2	$62K	Hold	1,520	–	–	0.02%	399
2020 Q1	$53K	Hold	1,520	–	–	0.02%	414
2019 Q4	$74K	Sell	1,520 -1,616	-52%	-$77.5K	0.02%	443
2019 Q3	$146K	Hold	3,136	–	–	0.05%	312
2019 Q2	$148K	Sell	3,136 -360	-10%	-$17K	0.05%	313
2019 Q1	$164K	Hold	3,496	–	–	0.05%	300
2018 Q4	$144K	Sell	3,496 -132	-4%	-$6.09K	0.05%	310
2018 Q3	$186K	Hold	3,628	–	–	0.05%	315
2018 Q2	$169K	Hold	3,628	–	–	0.05%	321
2018 Q1	$170K	Buy	+3,628	New	+$175K	0.05%	314
2015 Q1	$83K	Hold	2,120	–	–	0.03%	413
2014 Q4	$87K	Buy	2,120 +600	+39%	+$23.6K	0.03%	395
2014 Q3	$62K	Hold	1,520	–	–	0.02%	428
2014 Q2	$56K	Buy	+1,520	New	+$53.5K	0.02%	461

Other funds holding IYT

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

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Optimum Investment Advisors's IYT Position: Q4 2023 in Review

Optimum Investment Advisors sold out of iShares US Transportation ETF (IYT) in Q4 2023, closing a stake of 1,520 shares — an estimated $88.8K sold.

Optimum Investment Advisors first reported a position in IYT in Q2 2014 and held it in 27 quarters. The position peaked at $186K in Q3 2018. 198 funds tracked by Wall St. Rank hold IYT as of Q4 2023.

Optimum Investment Advisors reported no remaining iShares US Transportation ETF position as of Q4 2023 after selling out during the quarter.
Optimum Investment Advisors sold 1,520 iShares US Transportation ETF shares in Q4 2023, an estimated $88.8K.
Optimum Investment Advisors first reported a position in iShares US Transportation ETF in Q2 2014 and held it in 27 quarters.
Optimum Investment Advisors's iShares US Transportation ETF position peaked at $186K in Q3 2018.
198 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.